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 | $492,937 | $160,055+208.0% | $140,016+252.1% | $135,375+264.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.92% | 911.38%-916.3pp | 651.12%-656.0pp | 519.73%-524.7pp |
| Employer contribution / active EE | $14,453 | $6,420+125.1% | $5,606+157.8% | $4,779+202.4% |
| Participant deferral / active EE | $13,521 | $7,642+76.9% | $6,927+95.2% | $5,609+141.1% |
| Admin fee / account holder | $51 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |