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 | $296,795 | $180,449+64.5% | $154,107+92.6% | $135,375+119.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.14% | 888.09%-891.2pp | 735.12%-738.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $11,625 | $6,035+92.6% | $5,298+119.5% | $4,779+143.3% |
| Participant deferral / active EE | $8,988 | $5,806+54.8% | $5,081+76.9% | $5,609+60.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |