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 | $505,439 | $138,044+266.1% | $125,339+303.3% | $134,475+275.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.56% | 750.33%-765.9pp | 572.05%-587.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $13,122 | $5,243+150.3% | $4,814+172.6% | $4,740+176.9% |
| Participant deferral / active EE | $13,782 | $7,799+76.7% | $7,446+85.1% | $6,400+115.4% |
| Admin fee / account holder | -$1,449 | $11,571-112.5% | $10,010-114.5% | $11,426-112.7% |