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 | $491,710 | $197,825+148.6% | $155,790+215.6% | $125,391+292.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.98% | 86.74%-87.7pp | 71.54%-72.5pp | 282.22%-283.2pp |
| Employer contribution / active EE | $24,809 | $4,847+411.9% | $3,836+546.7% | $4,866+409.8% |
| Participant deferral / active EE | $18,701 | $5,630+232.2% | $4,797+289.9% | $5,352+249.5% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |