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 | $340,625 | $217,402+56.7% | $185,823+83.3% | $167,490+103.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 32.12% | 148.36%-116.2pp | 122.05%-89.9pp | 478.56%-446.4pp |
| Employer contribution / active EE | $12,000 | $5,873+104.3% | $5,167+132.2% | $4,837+148.1% |
| Participant deferral / active EE | $0 | $6,356-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $126 | $19,811-99.4% | $16,237-99.2% | $12,309-99.0% |