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 6-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 | $509,022 | $91,037+459.1% | $71,671+610.2% | $147,584+244.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 21.69% | 20.48%+1.2pp | 20.65%+1.0pp | 578.55%-556.9pp |
| Employer contribution / active EE | $25,000 | $3,327+651.3% | $2,460+916.3% | $4,876+412.7% |
| Participant deferral / active EE | $24,000 | $4,498+433.5% | $3,438+598.1% | $5,439+341.3% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |