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 | $322,144 | $99,640+223.3% | $86,436+272.7% | $134,475+139.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.69% | 6782.58%-6799.3pp | 4394.89%-4411.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $12,854 | $4,400+192.1% | $3,769+241.1% | $4,740+171.2% |
| Participant deferral / active EE | $11,411 | $7,246+57.5% | $6,952+64.1% | $6,400+78.3% |
| Admin fee / account holder | $105 | $8,371-98.7% | $6,731-98.4% | $11,426-99.1% |