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 | $262,256 | $180,449+45.3% | $154,107+70.2% | $135,375+93.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.27% | 888.09%-890.4pp | 735.12%-737.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $13,746 | $6,035+127.8% | $5,298+159.5% | $4,779+187.6% |
| Participant deferral / active EE | $8,167 | $5,806+40.7% | $5,081+60.7% | $5,609+45.6% |
| Admin fee / account holder | $207 | $16,143-98.7% | $13,411-98.5% | $10,827-98.1% |