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 | $457,227 | $201,272+127.2% | $184,203+148.2% | $145,922+213.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 58.82% | 29.00%+29.8pp | 28.81%+30.0pp | 561.29%-502.5pp |
| Employer contribution / active EE | $21,648 | $7,022+208.3% | $6,427+236.8% | $4,660+364.6% |
| Participant deferral / active EE | $14,217 | $9,806+45.0% | $9,131+55.7% | $6,688+112.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |