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 | $340,967 | $202,432+68.4% | $169,368+101.3% | $139,434+144.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 94.72% | 531.74%-437.0pp | 405.60%-310.9pp | 372.94%-278.2pp |
| Employer contribution / active EE | $4,865 | $4,692+3.7% | $4,013+21.2% | $4,751+2.4% |
| Participant deferral / active EE | $13,379 | $6,938+92.8% | $6,221+115.1% | $6,710+99.4% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |