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 3-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 | $440,236 | $114,381+284.9% | $107,525+309.4% | $142,382+209.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.29% | 242.71%-222.4pp | 181.32%-161.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $28,997 | $4,015+622.3% | $3,754+672.5% | $4,299+574.5% |
| Participant deferral / active EE | $24,899 | $5,564+347.5% | $5,116+386.7% | $6,507+282.6% |
| Admin fee / account holder | $158 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |