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 3-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 | $493,500 | $159,934+208.6% | $147,005+235.7% | $145,959+238.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.66% | 98.24%-77.6pp | 418.76%-398.1pp | 561.95%-541.3pp |
| Employer contribution / active EE | $24,807 | $5,287+369.2% | $4,934+402.7% | $4,661+432.2% |
| Participant deferral / active EE | $15,850 | $8,427+88.1% | $8,070+96.4% | $6,689+137.0% |
| Admin fee / account holder | $3 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |