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 10-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 | $252,263 | $105,998+138.0% | $92,233+173.5% | $147,584+70.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.09% | 50.05%-28.0pp | 176.28%-154.2pp | 578.55%-556.5pp |
| Employer contribution / active EE | $8,358 | $4,333+92.9% | $3,679+127.2% | $4,876+71.4% |
| Participant deferral / active EE | $16,380 | $4,478+265.8% | $3,897+320.3% | $5,439+201.2% |
| Admin fee / account holder | $31 | $6,332-99.5% | $5,194-99.4% | $10,885-99.7% |