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 8-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 | $285,056 | $127,386+123.8% | $115,037+147.8% | $125,391+127.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 536.15% | 31.28%+504.9pp | 26.14%+510.0pp | 282.22%+253.9pp |
| Employer contribution / active EE | $1,196 | $5,166-76.8% | $4,608-74.0% | $4,866-75.4% |
| Participant deferral / active EE | $9,600 | $6,423+49.5% | $6,026+59.3% | $5,352+79.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |