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 8-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 | $538,406 | $149,040+261.2% | $120,225+347.8% | $137,256+292.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.22% | 605.68%-592.5pp | 439.23%-426.0pp | 220.34%-207.1pp |
| Employer contribution / active EE | $21,000 | $4,350+382.7% | $3,475+504.2% | $4,156+405.3% |
| Participant deferral / active EE | $31,000 | $4,655+566.0% | $3,999+675.2% | $6,407+383.9% |
| Admin fee / account holder | $35 | $6,348-99.5% | $5,696-99.4% | $12,270-99.7% |