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 | $470,353 | $214,378+119.4% | $200,582+134.5% | $142,382+230.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 59.29% | 46.41%+12.9pp | 42.33%+17.0pp | 217.08%-157.8pp |
| Employer contribution / active EE | $6,250 | $6,841-8.6% | $6,419-2.6% | $4,299+45.4% |
| Participant deferral / active EE | $24,500 | $9,865+148.4% | $9,331+162.6% | $6,507+276.5% |
| Admin fee / account holder | $1 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |