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 4-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 | $611,099 | $99,921+511.6% | $85,009+618.9% | $145,959+318.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.14% | 83.89%-70.7pp | 66.47%-53.3pp | 561.95%-548.8pp |
| Employer contribution / active EE | $23,804 | $3,233+636.3% | $2,728+772.5% | $4,661+410.7% |
| Participant deferral / active EE | $21,533 | $5,293+306.8% | $4,522+376.2% | $6,689+221.9% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |