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 | $628,015 | $138,044+354.9% | $125,339+401.1% | $134,475+367.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.03% | 750.33%-764.4pp | 572.05%-586.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $4,797 | $5,243-8.5% | $4,814-0.3% | $4,740+1.2% |
| Participant deferral / active EE | $19,042 | $7,799+144.2% | $7,446+155.7% | $6,400+197.5% |
| Admin fee / account holder | $27 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |