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 3-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 | $476,568 | $117,983+303.9% | $101,794+368.2% | $142,382+234.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.50% | 36.92%-19.4pp | 30.53%-13.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,500 | $2,773+26.2% | $2,289+52.9% | $4,299-18.6% |
| Participant deferral / active EE | $19,500 | $4,714+313.7% | $4,084+377.5% | $6,507+199.7% |
| Admin fee / account holder | $40 | $10,433-99.6% | $8,777-99.5% | $12,624-99.7% |