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 | $592,665 | $157,256+276.9% | $141,162+319.8% | $152,861+287.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.95% | 64.32%-46.4pp | 71.39%-53.4pp | 345.32%-327.4pp |
| Employer contribution / active EE | $22,510 | $5,261+327.9% | $4,735+375.4% | $4,762+372.7% |
| Participant deferral / active EE | $10,000 | $7,109+40.7% | $6,709+49.1% | $5,850+70.9% |
| Admin fee / account holder | $48 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |