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 | $612,031 | $109,982+456.5% | $97,226+529.5% | $145,922+319.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.31% | 242.90%-229.6pp | 75.13%-61.8pp | 561.29%-548.0pp |
| Employer contribution / active EE | $9,836 | $3,084+218.9% | $2,729+260.4% | $4,660+111.1% |
| Participant deferral / active EE | $30,500 | $4,676+552.3% | $4,264+615.3% | $6,688+356.1% |
| Admin fee / account holder | $61 | $6,221-99.0% | $5,654-98.9% | $13,397-99.5% |