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 5-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 | $643,048 | $133,958+380.0% | $112,228+473.0% | $134,475+378.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.36% | 47.11%-58.5pp | 27.45%-38.8pp | 417.96%-429.3pp |
| Employer contribution / active EE | $26,612 | $4,038+559.0% | $3,635+632.2% | $4,740+461.5% |
| Participant deferral / active EE | $24,833 | $5,291+369.4% | $4,728+425.2% | $6,400+288.0% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |