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 | $762,645 | $190,805+299.7% | $159,960+376.8% | $134,475+467.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.74% | 552.23%-563.0pp | 408.60%-419.3pp | 417.96%-428.7pp |
| Employer contribution / active EE | $11,719 | $4,995+134.6% | $4,226+177.3% | $4,740+147.2% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $156 | $10,471-98.5% | $8,698-98.2% | $11,426-98.6% |