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 3-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 | $724,722 | $165,984+336.6% | $164,813+339.7% | $145,922+396.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.49% | 100.03%-85.5pp | 69.93%-55.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $42,063 | $5,273+697.7% | $4,341+869.0% | $4,660+802.7% |
| Participant deferral / active EE | $30,500 | $6,959+338.3% | $6,031+405.7% | $6,688+356.1% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |