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 | $493,375 | $138,044+257.4% | $125,339+293.6% | $134,475+266.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.33% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $8,932 | $5,243+70.3% | $4,814+85.6% | $4,740+88.4% |
| Participant deferral / active EE | $14,248 | $7,799+82.7% | $7,446+91.3% | $6,400+122.6% |
| Admin fee / account holder | $206 | $11,571-98.2% | $10,010-97.9% | $11,426-98.2% |