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 | $1,463,976 | $190,805+667.3% | $159,960+815.2% | $134,475+988.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.94% | 552.23%-571.2pp | 408.60%-427.5pp | 417.96%-436.9pp |
| Employer contribution / active EE | $29,034 | $4,995+481.2% | $4,226+587.1% | $4,740+512.6% |
| Participant deferral / active EE | $18,000 | $6,923+160.0% | $6,182+191.1% | $6,400+181.3% |
| Admin fee / account holder | $24 | $10,471-99.8% | $8,698-99.7% | $11,426-99.8% |