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 9-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 | $318,956 | $133,958+138.1% | $112,228+184.2% | $134,475+137.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.58% | 47.11%-64.7pp | 27.45%-45.0pp | 417.96%-435.5pp |
| Employer contribution / active EE | $10,000 | $4,038+147.6% | $3,635+175.1% | $4,740+111.0% |
| Participant deferral / active EE | $18,000 | $5,291+240.2% | $4,728+280.7% | $6,400+181.3% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |