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 | $315,221 | $138,044+128.3% | $125,339+151.5% | $134,475+134.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.57% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,955 | $5,243-43.6% | $4,814-38.6% | $4,740-37.6% |
| Participant deferral / active EE | $7,089 | $7,799-9.1% | $7,446-4.8% | $6,400+10.8% |
| Admin fee / account holder | $219 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |