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 | $272,405 | $135,635+100.8% | $110,238+147.1% | $135,375+101.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.30% | 513.19%-517.5pp | 314.74%-319.0pp | 519.73%-524.0pp |
| Employer contribution / active EE | $4,500 | $4,906-8.3% | $3,826+17.6% | $4,779-5.8% |
| Participant deferral / active EE | $11,000 | $5,506+99.8% | $4,672+135.4% | $5,609+96.1% |
| Admin fee / account holder | $8 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |