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 | $321,465 | $138,065+132.8% | $123,544+160.2% | $135,375+137.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.89% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $14,354 | $5,151+178.6% | $4,628+210.2% | $4,779+200.4% |
| Participant deferral / active EE | $14,832 | $6,799+118.1% | $6,426+130.8% | $5,609+164.4% |
| Admin fee / account holder | $87 | $10,916-99.2% | $9,284-99.1% | $10,827-99.2% |