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 | $511,524 | $85,022+501.6% | $70,515+625.4% | $139,434+266.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 20236.26% | 30.38%+20205.9pp | 32.77%+20203.5pp | 372.94%+19863.3pp |
| Employer contribution / active EE | $1,247 | $3,909-68.1% | $2,973-58.1% | $4,751-73.8% |
| Participant deferral / active EE | $1,871 | $5,890-68.2% | $4,567-59.0% | $6,710-72.1% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |