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 | $275,670 | $105,998+160.1% | $92,233+198.9% | $147,584+86.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.12% | 50.05%-33.9pp | 176.28%-160.2pp | 578.55%-562.4pp |
| Employer contribution / active EE | $12,720 | $4,333+193.6% | $3,679+245.7% | $4,876+160.9% |
| Participant deferral / active EE | $16,671 | $4,478+272.3% | $3,897+327.8% | $5,439+206.5% |
| Admin fee / account holder | $11 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |