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 | $688,853 | $180,449+281.7% | $154,107+347.0% | $135,375+408.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.32% | 888.09%-893.4pp | 735.12%-740.4pp | 519.73%-525.1pp |
| Employer contribution / active EE | $11,691 | $6,035+93.7% | $5,298+120.7% | $4,779+144.6% |
| Participant deferral / active EE | $10,367 | $5,806+78.5% | $5,081+104.0% | $5,609+84.8% |
| Admin fee / account holder | $20 | $16,143-99.9% | $13,411-99.8% | $10,827-99.8% |