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 | $269,067 | $138,044+94.9% | $125,339+114.7% | $134,475+100.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.72% | 750.33%-769.0pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $20,672 | $5,243+294.3% | $4,814+329.5% | $4,740+336.2% |
| Participant deferral / active EE | $16,583 | $7,799+112.6% | $7,446+122.7% | $6,400+159.1% |
| Admin fee / account holder | $209 | $11,571-98.2% | $10,010-97.9% | $11,426-98.2% |