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 | $336,436 | $138,065+143.7% | $123,544+172.3% | $135,375+148.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.12% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $26,369 | $5,151+411.9% | $4,628+469.8% | $4,779+451.8% |
| Participant deferral / active EE | $15,694 | $6,799+130.8% | $6,426+144.3% | $5,609+179.8% |
| Admin fee / account holder | $5 | $10,916-100.0% | $9,284-99.9% | $10,827-100.0% |