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 | $377,220 | $106,543+254.1% | $91,220+313.5% | $134,475+180.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -11.11% | 160.60%-171.7pp | 114.01%-125.1pp | 417.96%-429.1pp |
| Employer contribution / active EE | $17,500 | $3,331+425.4% | $2,850+514.0% | $4,740+269.2% |
| Participant deferral / active EE | $16,000 | $4,719+239.1% | $4,234+277.9% | $6,400+150.0% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |