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 7-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 | $358,698 | $159,934+124.3% | $147,005+144.0% | $145,959+145.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.07% | 98.24%-83.2pp | 418.76%-403.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $35,000 | $5,287+562.0% | $4,934+609.3% | $4,661+650.9% |
| Participant deferral / active EE | $25,500 | $8,427+202.6% | $8,070+216.0% | $6,689+281.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |