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 | $486,028 | $111,814+334.7% | $93,654+419.0% | $145,959+233.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.75% | 203.30%-186.5pp | 133.34%-116.6pp | 561.95%-545.2pp |
| Employer contribution / active EE | $21,553 | $3,092+597.2% | $2,421+790.3% | $4,661+362.4% |
| Participant deferral / active EE | $18,180 | $4,914+269.9% | $4,413+312.0% | $6,689+171.8% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |