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 | $274,197 | $88,594+209.5% | $70,092+291.2% | $134,475+103.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -15.11% | 442.67%-457.8pp | 190.73%-205.8pp | 417.96%-433.1pp |
| Employer contribution / active EE | $13,619 | $3,233+321.3% | $2,559+432.2% | $4,740+187.3% |
| Participant deferral / active EE | $12,299 | $4,772+157.7% | $3,849+219.5% | $6,400+92.2% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |