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 | $827,049 | $159,901+417.2% | $146,958+462.8% | $145,922+466.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.26% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $43,500 | $5,286+722.9% | $4,933+781.8% | $4,660+833.6% |
| Participant deferral / active EE | $22,500 | $8,428+167.0% | $8,070+178.8% | $6,688+236.4% |
| Admin fee / account holder | $60 | $15,044-99.6% | $12,998-99.5% | $13,397-99.6% |