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 | $965,750 | $167,484+476.6% | $151,611+537.0% | $134,475+618.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.70% | 7.80%-28.5pp | 3.33%-24.0pp | 417.96%-438.7pp |
| Employer contribution / active EE | $45,900 | $6,829+572.1% | $6,166+644.4% | $4,740+868.4% |
| Participant deferral / active EE | $3,661 | $8,986-59.3% | $8,363-56.2% | $6,400-42.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |