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 | $265,809 | $90,600+193.4% | $79,464+234.5% | $135,375+96.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.57% | 977.43%-983.0pp | 718.14%-723.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $8,178 | $3,068+166.6% | $2,800+192.0% | $4,779+71.1% |
| Participant deferral / active EE | $9,948 | $4,050+145.6% | $3,704+168.6% | $5,609+77.4% |
| Admin fee / account holder | $13 | $5,907-99.8% | $5,113-99.7% | $10,827-99.9% |