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 | $432,942 | $159,901+170.8% | $146,958+194.6% | $145,922+196.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.69% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $43,501 | $5,286+722.9% | $4,933+781.9% | $4,660+833.6% |
| Participant deferral / active EE | $27,999 | $8,428+232.2% | $8,070+247.0% | $6,688+318.7% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |