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 | $524,626 | $175,202+199.4% | $149,673+250.5% | $139,434+276.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 38.88% | 166.71%-127.8pp | 134.42%-95.5pp | 372.94%-334.1pp |
| Employer contribution / active EE | $1,128 | $5,474-79.4% | $4,818-76.6% | $4,751-76.2% |
| Participant deferral / active EE | $20,000 | $6,519+206.8% | $5,680+252.1% | $6,710+198.1% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |