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 | $381,393 | $209,336+82.2% | $197,124+93.5% | $137,256+177.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 141.23% | 48.09%+93.1pp | 44.34%+96.9pp | 220.34%-79.1pp |
| Employer contribution / active EE | $13,334 | $6,591+102.3% | $6,227+114.1% | $4,156+220.8% |
| Participant deferral / active EE | $11,750 | $9,614+22.2% | $9,135+28.6% | $6,407+83.4% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |