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 8-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 | $730,187 | $201,272+262.8% | $184,203+296.4% | $145,922+400.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.91% | 29.00%-13.1pp | 28.81%-12.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $15,072 | $7,022+114.6% | $6,427+134.5% | $4,660+223.5% |
| Participant deferral / active EE | $16,750 | $9,806+70.8% | $9,131+83.4% | $6,688+150.5% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |