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 | $270,324 | $180,449+49.8% | $154,107+75.4% | $135,375+99.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.19% | 888.09%-890.3pp | 735.12%-737.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $11,955 | $6,035+98.1% | $5,298+125.7% | $4,779+150.2% |
| Participant deferral / active EE | $11,168 | $5,806+92.3% | $5,081+119.8% | $5,609+99.1% |
| Admin fee / account holder | $21 | $16,143-99.9% | $13,411-99.8% | $10,827-99.8% |