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 | $339,772 | $88,594+283.5% | $70,092+384.8% | $134,475+152.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.40% | 442.67%-459.1pp | 190.73%-207.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $11,308 | $3,233+249.8% | $2,559+341.9% | $4,740+138.6% |
| Participant deferral / active EE | $4,500 | $4,772-5.7% | $3,849+16.9% | $6,400-29.7% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |