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 | $253,909 | $81,248+212.5% | $155,509+63.3% | $80,856+214.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.40% | 33.31%-17.9pp | 64.67%-49.3pp | 35.59%-20.2pp |
| Employer contribution / active EE | $18,327 | $3,100+491.2% | $4,672+292.2% | $2,755+565.3% |
| Participant deferral / active EE | $18,867 | $3,452+446.6% | $5,626+235.3% | $4,296+339.2% |
| Admin fee / account holder | $51 | $7,997-99.4% | $15,912-99.7% | $6,918-99.3% |