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 | $290,206 | $138,044+110.2% | $125,339+131.5% | $134,475+115.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.83% | 750.33%-761.2pp | 572.05%-582.9pp | 417.96%-428.8pp |
| Employer contribution / active EE | $4,720 | $5,243-10.0% | $4,814-2.0% | $4,740-0.4% |
| Participant deferral / active EE | $15,401 | $7,799+97.5% | $7,446+106.8% | $6,400+140.7% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |