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 10-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 | $879,622 | $180,449+387.5% | $154,107+470.8% | $135,375+549.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.75% | 888.09%-891.8pp | 735.12%-738.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $36,086 | $6,035+497.9% | $5,298+581.2% | $4,779+655.1% |
| Participant deferral / active EE | $19,417 | $5,806+234.4% | $5,081+282.2% | $5,609+246.2% |
| Admin fee / account holder | $97 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |