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 | $308,515 | $92,703+232.8% | $82,719+273.0% | $134,475+129.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.07% | 944.92%-963.0pp | 701.18%-719.3pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,898 | $3,274-42.0% | $3,009-36.9% | $4,740-59.9% |
| Participant deferral / active EE | $7,333 | $4,802+52.7% | $4,395+66.9% | $6,400+14.6% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |