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 | $501,978 | $190,805+163.1% | $159,960+213.8% | $134,475+273.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -8.17% | 552.23%-560.4pp | 408.60%-416.8pp | 417.96%-426.1pp |
| Employer contribution / active EE | $3,540 | $4,995-29.1% | $4,226-16.2% | $4,740-25.3% |
| Participant deferral / active EE | $27,000 | $6,923+290.0% | $6,182+336.7% | $6,400+321.9% |
| Admin fee / account holder | $250 | $10,471-97.6% | $8,698-97.1% | $11,426-97.8% |