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 | $287,826 | $111,754+157.6% | $103,333+178.5% | $145,922+97.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 36.11% | 24.77%+11.3pp | 24.88%+11.2pp | 561.29%-525.2pp |
| Employer contribution / active EE | $32,971 | $4,212+682.7% | $3,868+752.4% | $4,660+607.6% |
| Participant deferral / active EE | $17,831 | $5,619+217.4% | $5,057+252.6% | $6,688+166.6% |
| Admin fee / account holder | $7 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |