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 | $558,544 | $160,055+249.0% | $140,016+298.9% | $135,375+312.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.87% | 911.38%-912.3pp | 651.12%-652.0pp | 519.73%-520.6pp |
| Employer contribution / active EE | $5,575 | $6,420-13.2% | $5,606-0.6% | $4,779+16.7% |
| Participant deferral / active EE | $13,362 | $7,642+74.9% | $6,927+92.9% | $5,609+138.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |