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 7-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 | $326,531 | $111,814+192.0% | $103,374+215.9% | $145,959+123.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.25% | 24.77%-9.5pp | 24.89%-9.6pp | 561.95%-546.7pp |
| Employer contribution / active EE | $36,000 | $4,214+754.4% | $3,869+830.4% | $4,661+672.4% |
| Participant deferral / active EE | $30,000 | $5,618+434.0% | $5,058+493.2% | $6,689+348.5% |
| Admin fee / account holder | $12 | $9,754-99.9% | $8,394-99.9% | $13,398-99.9% |