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 | $1,140,528 | $138,044+726.2% | $125,339+810.0% | $134,475+748.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.51% | 750.33%-768.8pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $9,311 | $5,243+77.6% | $4,814+93.4% | $4,740+96.4% |
| Participant deferral / active EE | $21,379 | $7,799+174.1% | $7,446+187.1% | $6,400+234.1% |
| Admin fee / account holder | $56 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |