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 | $861,596 | $133,958+543.2% | $112,228+667.7% | $134,475+540.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.05% | 47.11%-61.2pp | 27.45%-41.5pp | 417.96%-432.0pp |
| Employer contribution / active EE | $19,851 | $4,038+391.6% | $3,635+446.2% | $4,740+318.8% |
| Participant deferral / active EE | $1,656 | $5,291-68.7% | $4,728-65.0% | $6,400-74.1% |
| Admin fee / account holder | $105 | $7,489-98.6% | $6,410-98.4% | $11,426-99.1% |