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 | $813,835 | $127,065+540.5% | $113,168+619.1% | $142,382+471.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.32% | 24.03%-9.7pp | 24.27%-9.9pp | 217.08%-202.8pp |
| Employer contribution / active EE | $20,000 | $3,442+481.0% | $2,975+572.2% | $4,299+365.2% |
| Participant deferral / active EE | $30,000 | $5,716+424.8% | $5,107+487.5% | $6,507+361.0% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |