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 5-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 | $412,832 | $127,264+224.4% | $109,895+275.7% | $167,490+146.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 21.05% | 22.97%-1.9pp | 29.45%-8.4pp | 478.56%-457.5pp |
| Employer contribution / active EE | $8,700 | $3,322+161.9% | $2,842+206.1% | $4,837+79.8% |
| Participant deferral / active EE | $26,000 | $4,514+476.0% | $4,048+542.3% | $6,341+310.0% |
| Admin fee / account holder | $13 | $7,114-99.8% | $6,066-99.8% | $12,309-99.9% |