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 | $684,943 | $149,734+357.4% | $118,925+475.9% | $158,922+331.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.00% | 19.95%-2.9pp | 35.88%-18.9pp | 302.83%-285.8pp |
| Employer contribution / active EE | $9,928 | $4,115+141.3% | $3,263+204.3% | $4,761+108.5% |
| Participant deferral / active EE | $19,581 | $5,223+274.9% | $4,265+359.1% | $5,982+227.3% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |