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 | $275,845 | $92,703+197.6% | $82,719+233.5% | $134,475+105.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.33% | 944.92%-965.3pp | 701.18%-721.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $15,067 | $3,274+360.2% | $3,009+400.7% | $4,740+217.9% |
| Participant deferral / active EE | $20,370 | $4,802+324.2% | $4,395+363.5% | $6,400+218.3% |
| Admin fee / account holder | $60 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |