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 | $749,230 | $180,449+315.2% | $154,107+386.2% | $135,375+453.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.90% | 888.09%-891.0pp | 735.12%-738.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $24,518 | $6,035+306.3% | $5,298+362.8% | $4,779+413.1% |
| Participant deferral / active EE | $16,588 | $5,806+185.7% | $5,081+226.5% | $5,609+195.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |