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 | $510,829 | $133,958+281.3% | $112,228+355.2% | $134,475+279.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.42% | 47.11%-62.5pp | 27.45%-42.9pp | 417.96%-433.4pp |
| Employer contribution / active EE | $4,965 | $4,038+23.0% | $3,635+36.6% | $4,740+4.8% |
| Participant deferral / active EE | $22,489 | $5,291+325.1% | $4,728+375.7% | $6,400+251.4% |
| Admin fee / account holder | $56 | $7,489-99.2% | $6,410-99.1% | $11,426-99.5% |