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 | $468,312 | $175,202+167.3% | $149,673+212.9% | $139,434+235.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.79% | 166.71%-149.9pp | 134.42%-117.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $9,000 | $5,474+64.4% | $4,818+86.8% | $4,751+89.4% |
| Participant deferral / active EE | $6,675 | $6,519+2.4% | $5,680+17.5% | $6,710-0.5% |
| Admin fee / account holder | $70 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |