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 4-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 | $333,926 | $158,398+110.8% | $126,539+163.9% | $142,382+134.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.85% | 593.76%-579.9pp | 425.95%-412.1pp | 217.08%-203.2pp |
| Employer contribution / active EE | $46,000 | $4,650+889.3% | $3,674+1152.0% | $4,299+970.0% |
| Participant deferral / active EE | $22,600 | $4,767+374.1% | $4,083+453.6% | $6,507+247.3% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |