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 | $497,577 | $160,055+210.9% | $140,016+255.4% | $135,375+267.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.71% | 911.38%-914.1pp | 651.12%-653.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $7,039 | $6,420+9.6% | $5,606+25.6% | $4,779+47.3% |
| Participant deferral / active EE | $8,320 | $7,642+8.9% | $6,927+20.1% | $5,609+48.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |