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 | $403,684 | $175,202+130.4% | $149,673+169.7% | $139,434+189.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.07% | 166.71%-139.6pp | 134.42%-107.4pp | 372.94%-345.9pp |
| Employer contribution / active EE | $3,250 | $5,474-40.6% | $4,818-32.5% | $4,751-31.6% |
| Participant deferral / active EE | $12,625 | $6,519+93.7% | $5,680+122.3% | $6,710+88.1% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |