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 6-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 | $384,827 | $90,503+325.2% | $78,689+389.0% | $273,961+40.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.47% | 75.60%-64.1pp | 62.18%-50.7pp | 41.45%-30.0pp |
| Employer contribution / active EE | $5,868 | $3,176+84.8% | $2,851+105.8% | $4,869+20.5% |
| Participant deferral / active EE | $11,500 | $3,901+194.8% | $3,517+227.0% | $5,287+117.5% |
| Admin fee / account holder | $8 | $5,263-99.9% | $4,510-99.8% | $10,132-99.9% |