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 7-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 | $579,096 | $95,266+507.9% | $82,389+602.9% | $142,382+306.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.83% | 25.74%-8.9pp | 28.67%-11.8pp | 217.08%-200.2pp |
| Employer contribution / active EE | $11,268 | $2,991+276.7% | $2,517+347.7% | $4,299+162.1% |
| Participant deferral / active EE | $26,496 | $4,809+451.0% | $4,155+537.8% | $6,507+307.2% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |