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 | $367,948 | $180,449+103.9% | $154,107+138.8% | $135,375+171.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.43% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.2pp |
| Employer contribution / active EE | $10,362 | $6,035+71.7% | $5,298+95.6% | $4,779+116.8% |
| Participant deferral / active EE | $12,543 | $5,806+116.0% | $5,081+146.9% | $5,609+123.6% |
| Admin fee / account holder | $86 | $16,143-99.5% | $13,411-99.4% | $10,827-99.2% |