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 | $252,811 | $99,020+155.3% | $86,590+192.0% | $147,584+71.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.08% | 1312.34%-1293.3pp | 964.84%-945.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $14,044 | $3,132+348.4% | $2,839+394.6% | $4,876+188.0% |
| Participant deferral / active EE | $24,000 | $3,972+504.2% | $3,609+565.1% | $5,439+341.3% |
| Admin fee / account holder | $20 | $5,710-99.6% | $4,906-99.6% | $10,885-99.8% |