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 | $308,753 | $160,055+92.9% | $140,016+120.5% | $135,375+128.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -7.70% | 911.38%-919.1pp | 651.12%-658.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $7,061 | $6,420+10.0% | $5,606+26.0% | $4,779+47.8% |
| Participant deferral / active EE | $12,083 | $7,642+58.1% | $6,927+74.4% | $5,609+115.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |