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 | $254,673 | $92,703+174.7% | $82,719+207.9% | $134,475+89.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.55% | 944.92%-963.5pp | 701.18%-719.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,020 | $3,274-7.8% | $3,009+0.4% | $4,740-36.3% |
| Participant deferral / active EE | $8,201 | $4,802+70.8% | $4,395+86.6% | $6,400+28.1% |
| Admin fee / account holder | $9 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |