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 | $412,301 | $138,044+198.7% | $125,339+228.9% | $134,475+206.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.61% | 750.33%-766.9pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $4,333 | $5,243-17.4% | $4,814-10.0% | $4,740-8.6% |
| Participant deferral / active EE | $9,383 | $7,799+20.3% | $7,446+26.0% | $6,400+46.6% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |