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 | $309,658 | $92,703+234.0% | $82,719+274.3% | $134,475+130.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.69% | 944.92%-959.6pp | 701.18%-715.9pp | 417.96%-432.7pp |
| Employer contribution / active EE | $39,786 | $3,274+1115.3% | $3,009+1222.3% | $4,740+739.4% |
| Participant deferral / active EE | $21,214 | $4,802+341.8% | $4,395+382.7% | $6,400+231.5% |
| Admin fee / account holder | $68 | $5,983-98.9% | $5,329-98.7% | $11,426-99.4% |