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 | $754,951 | $185,822+306.3% | $169,993+344.1% | $139,434+441.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.05% | 60.50%-38.5pp | 53.37%-31.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $25,000 | $7,590+229.4% | $6,785+268.4% | $4,751+426.2% |
| Participant deferral / active EE | $22,500 | $11,622+93.6% | $10,408+116.2% | $6,710+235.3% |
| Admin fee / account holder | $2 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |