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 | $278,121 | $138,065+101.4% | $123,544+125.1% | $135,375+105.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.62% | 153.68%-154.3pp | 119.20%-119.8pp | 519.73%-520.4pp |
| Employer contribution / active EE | $7,500 | $5,151+45.6% | $4,628+62.1% | $4,779+56.9% |
| Participant deferral / active EE | $14,299 | $6,799+110.3% | $6,426+122.5% | $5,609+154.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |