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 | $316,445 | $202,432+56.3% | $169,368+86.8% | $139,434+127.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.47% | 531.74%-511.3pp | 405.60%-385.1pp | 372.94%-352.5pp |
| Employer contribution / active EE | $3,325 | $4,692-29.1% | $4,013-17.1% | $4,751-30.0% |
| Participant deferral / active EE | $12,333 | $6,938+77.8% | $6,221+98.2% | $6,710+83.8% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |