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 | $980,353 | $106,543+820.1% | $91,220+974.7% | $134,475+629.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.57% | 160.60%-176.2pp | 114.01%-129.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $25,250 | $3,331+658.1% | $2,850+785.9% | $4,740+432.7% |
| Participant deferral / active EE | $16,500 | $4,719+249.7% | $4,234+289.7% | $6,400+157.8% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |