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 | $259,379 | $138,065+87.9% | $123,544+109.9% | $135,375+91.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.72% | 153.68%-156.4pp | 119.20%-121.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $25,728 | $5,151+399.4% | $4,628+455.9% | $4,779+438.4% |
| Participant deferral / active EE | $15,106 | $6,799+122.2% | $6,426+135.1% | $5,609+169.3% |
| Admin fee / account holder | $35 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |