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 | $422,951 | $180,449+134.4% | $154,107+174.5% | $135,375+212.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.59% | 888.09%-892.7pp | 735.12%-739.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $14,801 | $6,035+145.3% | $5,298+179.4% | $4,779+209.7% |
| Participant deferral / active EE | $9,639 | $5,806+66.0% | $5,081+89.7% | $5,609+71.9% |
| Admin fee / account holder | $133 | $16,143-99.2% | $13,411-99.0% | $10,827-98.8% |