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 | $431,389 | $183,963+134.5% | $162,163+166.0% | $152,861+182.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.62% | 150.76%-121.1pp | 115.59%-86.0pp | 345.32%-315.7pp |
| Employer contribution / active EE | $15,148 | $6,371+137.8% | $5,614+169.8% | $4,762+218.1% |
| Participant deferral / active EE | $19,951 | $8,034+148.3% | $7,298+173.4% | $5,850+241.0% |
| Admin fee / account holder | $179 | $13,121-98.6% | $10,843-98.4% | $11,596-98.5% |