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 | $99,877+799.5% | $84,966+957.4% | $145,922+515.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.60% | 83.76%-66.2pp | 66.38%-48.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $10,440 | $3,231+223.1% | $2,727+282.8% | $4,660+124.1% |
| Participant deferral / active EE | $29,520 | $5,291+458.0% | $4,519+553.2% | $6,688+341.4% |
| Admin fee / account holder | $60 | $7,248-99.2% | $6,149-99.0% | $13,397-99.6% |