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 | $496,660 | $180,449+175.2% | $154,107+222.3% | $135,375+266.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.25% | 888.09%-892.3pp | 735.12%-739.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $9,938 | $6,035+64.7% | $5,298+87.6% | $4,779+108.0% |
| Participant deferral / active EE | $10,812 | $5,806+86.2% | $5,081+112.8% | $5,609+92.8% |
| Admin fee / account holder | $98 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |