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 | $409,857 | $159,934+156.3% | $147,005+178.8% | $145,959+180.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.53% | 98.24%-75.7pp | 418.76%-396.2pp | 561.95%-539.4pp |
| Employer contribution / active EE | $14,067 | $5,287+166.0% | $4,934+185.1% | $4,661+201.8% |
| Participant deferral / active EE | $28,130 | $8,427+233.8% | $8,070+248.6% | $6,689+320.6% |
| Admin fee / account holder | $50 | $15,053-99.7% | $13,006-99.6% | $13,398-99.6% |