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 | $405,804 | $190,805+112.7% | $159,960+153.7% | $134,475+201.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.11% | 552.23%-565.3pp | 408.60%-421.7pp | 417.96%-431.1pp |
| Employer contribution / active EE | $21,456 | $4,995+329.5% | $4,226+407.7% | $4,740+352.7% |
| Participant deferral / active EE | $23,500 | $6,923+239.4% | $6,182+280.1% | $6,400+267.2% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |