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 | $556,873 | $177,572+213.6% | $154,803+259.7% | $142,382+291.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.71% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,393 | $4,810-50.2% | $4,305-44.4% | $4,299-44.3% |
| Participant deferral / active EE | $11,130 | $6,272+77.5% | $5,540+100.9% | $6,507+71.0% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |