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 | $471,395 | $138,065+241.4% | $123,544+281.6% | $135,375+248.2% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -4.74% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $12,245 | $5,151+137.7% | $4,628+164.6% | $4,779+156.2% |
| Participant deferral / active EE | $8,804 | $6,799+29.5% | $6,426+37.0% | $5,609+57.0% |
| Admin fee / account holder | $50 | $10,916-99.5% | $9,284-99.5% | $10,827-99.5% |