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 5-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 | $538,228 | $138,044+289.9% | $125,339+329.4% | $134,475+300.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.58% | 750.33%-760.9pp | 572.05%-582.6pp | 417.96%-428.5pp |
| Employer contribution / active EE | $5,000 | $5,243-4.6% | $4,814+3.9% | $4,740+5.5% |
| Participant deferral / active EE | $16,125 | $7,799+106.8% | $7,446+116.5% | $6,400+152.0% |
| Admin fee / account holder | $50 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |