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 | $339,874 | $190,805+78.1% | $159,960+112.5% | $134,475+152.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.02% | 552.23%-571.3pp | 408.60%-427.6pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,339 | $4,995-33.2% | $4,226-21.0% | $4,740-29.6% |
| Participant deferral / active EE | $11,774 | $6,923+70.1% | $6,182+90.4% | $6,400+84.0% |
| Admin fee / account holder | $115 | $10,471-98.9% | $8,698-98.7% | $11,426-99.0% |