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 | $285,604 | $183,963+55.3% | $162,163+76.1% | $152,861+86.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.72% | 150.76%-130.0pp | 115.59%-94.9pp | 345.32%-324.6pp |
| Employer contribution / active EE | $28,791 | $6,371+351.9% | $5,614+412.9% | $4,762+504.6% |
| Participant deferral / active EE | $23,000 | $8,034+186.3% | $7,298+215.2% | $5,850+293.2% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |