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 | $257,322 | $138,044+86.4% | $125,339+105.3% | $134,475+91.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.57% | 750.33%-763.9pp | 572.05%-585.6pp | 417.96%-431.5pp |
| Employer contribution / active EE | $22,432 | $5,243+327.8% | $4,814+366.0% | $4,740+373.3% |
| Participant deferral / active EE | $16,246 | $7,799+108.3% | $7,446+118.2% | $6,400+153.9% |
| Admin fee / account holder | $7 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |