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 | $983,107 | $148,534+561.9% | $135,903+623.4% | $139,434+605.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.26% | 79.19%-54.9pp | 68.23%-44.0pp | 372.94%-348.7pp |
| Employer contribution / active EE | $43,500 | $5,243+729.7% | $4,856+795.8% | $4,751+815.6% |
| Participant deferral / active EE | $25,000 | $8,100+208.6% | $7,758+222.3% | $6,710+272.6% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |