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 9-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 | $264,680 | $201,272+31.5% | $184,203+43.7% | $145,922+81.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.49% | 29.00%-8.5pp | 28.81%-8.3pp | 561.29%-540.8pp |
| Employer contribution / active EE | $14,388 | $7,022+104.9% | $6,427+123.9% | $4,660+208.8% |
| Participant deferral / active EE | $16,776 | $9,806+71.1% | $9,131+83.7% | $6,688+150.9% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |