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 5-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 | $549,950 | $159,901+243.9% | $146,958+274.2% | $145,922+276.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.97% | 98.13%-79.2pp | 418.34%-399.4pp | 561.29%-542.3pp |
| Employer contribution / active EE | $24,366 | $5,286+361.0% | $4,933+394.0% | $4,660+422.9% |
| Participant deferral / active EE | $19,760 | $8,428+134.4% | $8,070+144.9% | $6,688+195.5% |
| Admin fee / account holder | $145 | $15,044-99.0% | $12,998-98.9% | $13,397-98.9% |