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 | $469,873 | $167,484+180.5% | $151,611+209.9% | $134,475+249.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.65% | 7.80%-28.4pp | 3.33%-24.0pp | 417.96%-438.6pp |
| Employer contribution / active EE | $20,292 | $6,829+197.1% | $6,166+229.1% | $4,740+328.1% |
| Participant deferral / active EE | $13,757 | $8,986+53.1% | $8,363+64.5% | $6,400+115.0% |
| Admin fee / account holder | $5 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |