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 | $400,046 | $74,888+434.2% | $71,209+461.8% | $142,382+181.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.12% | 345.14%-331.0pp | 282.51%-268.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $5,635 | $2,854+97.4% | $2,721+107.1% | $4,299+31.1% |
| Participant deferral / active EE | $13,447 | $4,454+201.9% | $4,175+222.1% | $6,507+106.6% |
| Admin fee / account holder | $86 | $5,568-98.5% | $5,349-98.4% | $12,624-99.3% |