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 | $455,125 | $138,044+229.7% | $125,339+263.1% | $134,475+238.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.93% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $12,275 | $5,243+134.1% | $4,814+155.0% | $4,740+159.0% |
| Participant deferral / active EE | $14,336 | $7,799+83.8% | $7,446+92.5% | $6,400+124.0% |
| Admin fee / account holder | $3 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |