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 | $354,919 | $92,703+282.9% | $82,719+329.1% | $134,475+163.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.67% | 944.92%-957.6pp | 701.18%-713.8pp | 417.96%-430.6pp |
| Employer contribution / active EE | $10,285 | $3,274+214.2% | $3,009+241.8% | $4,740+117.0% |
| Participant deferral / active EE | $16,893 | $4,802+251.8% | $4,395+284.4% | $6,400+164.0% |
| Admin fee / account holder | $148 | $5,983-97.5% | $5,329-97.2% | $11,426-98.7% |