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 9-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 | $316,541 | $150,440+110.4% | $136,294+132.2% | $147,584+114.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.53% | 1049.08%-1037.5pp | 5155.94%-5144.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $6,297 | $5,256+19.8% | $4,695+34.1% | $4,876+29.1% |
| Participant deferral / active EE | $18,000 | $6,630+171.5% | $6,247+188.1% | $5,439+231.0% |
| Admin fee / account holder | $120 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |