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 | $414,043 | $99,877+314.6% | $84,966+387.3% | $145,922+183.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.99% | 83.76%-72.8pp | 66.38%-55.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,662 | $3,231+13.3% | $2,727+34.3% | $4,660-21.4% |
| Participant deferral / active EE | $13,500 | $5,291+155.2% | $4,519+198.7% | $6,688+101.9% |
| Admin fee / account holder | $115 | $7,248-98.4% | $6,149-98.1% | $13,397-99.1% |