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 6-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 | $598,759 | $88,751+574.6% | $81,812+631.9% | $145,922+310.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.58% | 1025.40%-1011.8pp | 773.79%-760.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $7,798 | $3,083+152.9% | $2,912+167.7% | $4,660+67.3% |
| Participant deferral / active EE | $26,502 | $4,643+470.8% | $4,319+513.7% | $6,688+296.3% |
| Admin fee / account holder | $8 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |