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 | $530,120 | $148,534+256.9% | $135,903+290.1% | $139,434+280.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.60% | 79.19%-56.6pp | 68.23%-45.6pp | 372.94%-350.3pp |
| Employer contribution / active EE | $5,700 | $5,243+8.7% | $4,856+17.4% | $4,751+20.0% |
| Participant deferral / active EE | $17,111 | $8,100+111.2% | $7,758+120.6% | $6,710+155.0% |
| Admin fee / account holder | $40 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |