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 | $377,156 | $180,449+109.0% | $154,107+144.7% | $135,375+178.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.76% | 888.09%-890.8pp | 735.12%-737.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $30,916 | $6,035+412.3% | $5,298+483.6% | $4,779+547.0% |
| Participant deferral / active EE | $17,312 | $5,806+198.2% | $5,081+240.8% | $5,609+208.7% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |