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 | $607,123 | $93,024+552.7% | $77,024+688.2% | $134,475+351.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.20% | 62.60%-75.8pp | 42.32%-55.5pp | 417.96%-431.2pp |
| Employer contribution / active EE | $26,638 | $3,418+679.4% | $2,812+847.2% | $4,740+462.0% |
| Participant deferral / active EE | $15,750 | $5,238+200.7% | $4,426+255.8% | $6,400+146.1% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |