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 | $541,147 | $190,805+183.6% | $159,960+238.3% | $134,475+302.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.26% | 552.23%-562.5pp | 408.60%-418.9pp | 417.96%-428.2pp |
| Employer contribution / active EE | $27,175 | $4,995+444.0% | $4,226+543.1% | $4,740+473.4% |
| Participant deferral / active EE | $16,965 | $6,923+145.1% | $6,182+174.4% | $6,400+165.1% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |