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 6-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 | $853,832 | $138,044+518.5% | $125,339+581.2% | $134,475+534.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -10.33% | 750.33%-760.7pp | 572.05%-582.4pp | 417.96%-428.3pp |
| Employer contribution / active EE | $11,062 | $5,243+111.0% | $4,814+129.8% | $4,740+133.4% |
| Participant deferral / active EE | $16,488 | $7,799+111.4% | $7,446+121.4% | $6,400+157.6% |
| Admin fee / account holder | $128 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |