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 4-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 | $536,637 | $95,971+459.2% | $74,550+619.8% | $135,375+296.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 3.37% | 56.96%-53.6pp | 32.53%-29.2pp | 519.73%-516.4pp |
| Employer contribution / active EE | $10,096 | $2,716+271.7% | $1,961+414.9% | $4,779+111.3% |
| Participant deferral / active EE | $20,500 | $3,843+433.4% | $3,108+559.6% | $5,609+265.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |