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 7-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 | $326,531 | $111,754+192.2% | $103,333+216.0% | $145,922+123.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.25% | 24.77%-9.5pp | 24.88%-9.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $36,000 | $4,212+754.6% | $3,868+830.8% | $4,660+672.6% |
| Participant deferral / active EE | $30,000 | $5,619+433.9% | $5,057+493.2% | $6,688+348.6% |
| Admin fee / account holder | $12 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |