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 10-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 | $522,760 | $171,865+204.2% | $149,718+249.2% | $147,584+254.2% |
| Participation rate | 95.0% | 88.2%+6.8pp | 87.1%+7.9pp | 82.8%+12.2pp |
| Annual return | 16.89% | 2113.22%-2096.3pp | 1501.63%-1484.7pp | 578.55%-561.7pp |
| Employer contribution / active EE | $16,349 | $6,275+160.5% | $5,445+200.3% | $4,876+235.3% |
| Participant deferral / active EE | $14,314 | $7,271+96.9% | $6,569+117.9% | $5,439+163.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |