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 10-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 | $385,183 | $106,890+260.4% | $84,015+358.5% | $152,861+152.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.00% | 104.99%-82.0pp | 71.31%-48.3pp | 345.32%-322.3pp |
| Employer contribution / active EE | $7,412 | $2,734+171.1% | $1,983+273.7% | $4,762+55.6% |
| Participant deferral / active EE | $9,984 | $4,011+148.9% | $3,239+208.3% | $5,850+70.7% |
| Admin fee / account holder | $7 | $8,285-99.9% | $6,101-99.9% | $11,596-99.9% |