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 | $377,122 | $160,055+135.6% | $140,016+169.3% | $135,375+178.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.86% | 911.38%-916.2pp | 651.12%-656.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $15,183 | $6,420+136.5% | $5,606+170.8% | $4,779+217.7% |
| Participant deferral / active EE | $14,767 | $7,642+93.2% | $6,927+113.2% | $5,609+163.3% |
| Admin fee / account holder | $12 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |