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 | $288,399 | $160,055+80.2% | $140,016+106.0% | $135,375+113.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.82% | 911.38%-918.2pp | 651.12%-657.9pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,750 | $6,420-41.6% | $5,606-33.1% | $4,779-21.5% |
| Participant deferral / active EE | $6,425 | $7,642-15.9% | $6,927-7.2% | $5,609+14.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |