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 | $555,795 | $100,773+451.5% | $88,946+524.9% | $142,382+290.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.29% | 70.18%-49.9pp | 57.82%-37.5pp | 217.08%-196.8pp |
| Employer contribution / active EE | $6,667 | $2,918+128.5% | $2,555+160.9% | $4,299+55.1% |
| Participant deferral / active EE | $20,667 | $5,230+295.1% | $4,581+351.1% | $6,507+217.6% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |