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 | $567,465 | $180,449+214.5% | $154,107+268.2% | $135,375+319.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.16% | 888.09%-893.3pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $10,958 | $6,035+81.6% | $5,298+106.9% | $4,779+129.3% |
| Participant deferral / active EE | $6,844 | $5,806+17.9% | $5,081+34.7% | $5,609+22.0% |
| Admin fee / account holder | $202 | $16,143-98.7% | $13,411-98.5% | $10,827-98.1% |