See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,277 | $159,602+83.1% | $150,045+94.8% | $142,382+105.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.32% | 70.24%-46.9pp | 62.55%-39.2pp | 217.08%-193.8pp |
| Employer contribution / active EE | $66,062 | $4,961+1231.7% | $4,693+1307.6% | $4,299+1436.6% |
| Participant deferral / active EE | $34,750 | $8,310+318.2% | $7,997+334.5% | $6,507+434.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |