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 5-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 | $382,107 | $127,065+200.7% | $113,168+237.6% | $142,382+168.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 93.74% | 24.03%+69.7pp | 24.27%+69.5pp | 217.08%-123.3pp |
| Employer contribution / active EE | $70,000 | $3,442+1933.6% | $2,975+2252.8% | $4,299+1528.2% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,107-100.0% | $6,507-100.0% |
| Admin fee / account holder | $9 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |