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 | $402,347 | $95,971+319.2% | $74,550+439.7% | $135,375+197.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.85% | 56.96%-64.8pp | 32.53%-40.4pp | 519.73%-527.6pp |
| Employer contribution / active EE | $38,000 | $2,716+1299.0% | $1,961+1837.9% | $4,779+695.2% |
| Participant deferral / active EE | $16,500 | $3,843+329.3% | $3,108+430.9% | $5,609+194.2% |
| Admin fee / account holder | $78 | $6,522-98.8% | $5,060-98.5% | $10,827-99.3% |