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 | $529,068 | $131,829+301.3% | $108,579+387.3% | $273,961+93.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 49.38% | -91.57%+140.9pp | -51.70%+101.1pp | 41.45%+7.9pp |
| Employer contribution / active EE | $35,000 | $4,912+612.5% | $3,758+831.3% | $4,869+618.9% |
| Participant deferral / active EE | $18,000 | $5,127+251.1% | $4,311+317.6% | $5,287+240.5% |
| Admin fee / account holder | $42 | $10,252-99.6% | $7,645-99.5% | $10,132-99.6% |