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 8-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 | $255,739 | $148,534+72.2% | $135,903+88.2% | $139,434+83.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.47% | 79.19%-60.7pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $15,000 | $5,243+186.1% | $4,856+208.9% | $4,751+215.7% |
| Participant deferral / active EE | $15,000 | $8,100+85.2% | $7,758+93.4% | $6,710+123.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |