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 | $310,370 | $138,044+124.8% | $125,339+147.6% | $134,475+130.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.54% | 750.33%-760.9pp | 572.05%-582.6pp | 417.96%-428.5pp |
| Employer contribution / active EE | $3,300 | $5,243-37.1% | $4,814-31.4% | $4,740-30.4% |
| Participant deferral / active EE | $23,000 | $7,799+194.9% | $7,446+208.9% | $6,400+259.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |