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 | $898,440 | $99,921+799.2% | $85,009+956.9% | $145,959+515.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.60% | 83.89%-66.3pp | 66.47%-48.9pp | 561.95%-544.3pp |
| Employer contribution / active EE | $10,440 | $3,233+222.9% | $2,728+282.7% | $4,661+124.0% |
| Participant deferral / active EE | $29,520 | $5,293+457.7% | $4,522+552.9% | $6,689+341.4% |
| Admin fee / account holder | $60 | $7,252-99.2% | $6,153-99.0% | $13,398-99.6% |