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 | $449,234 | $138,044+225.4% | $125,339+258.4% | $134,475+234.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.49% | 750.33%-762.8pp | 572.05%-584.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $4,295 | $5,243-18.1% | $4,814-10.8% | $4,740-9.4% |
| Participant deferral / active EE | $17,910 | $7,799+129.6% | $7,446+140.5% | $6,400+179.9% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |