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 | $729,212 | $100,773+623.6% | $88,946+719.8% | $142,382+412.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.73% | 70.18%-55.5pp | 57.82%-43.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $26,800 | $2,918+818.5% | $2,555+948.9% | $4,299+523.4% |
| Participant deferral / active EE | $27,250 | $5,230+421.0% | $4,581+494.8% | $6,507+318.8% |
| Admin fee / account holder | $38 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |