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 | $309,539 | $135,635+128.2% | $110,238+180.8% | $135,375+128.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.81% | 513.19%-521.0pp | 314.74%-322.5pp | 519.73%-527.5pp |
| Employer contribution / active EE | $20,414 | $4,906+316.1% | $3,826+433.5% | $4,779+327.2% |
| Participant deferral / active EE | $24,417 | $5,506+343.4% | $4,672+422.6% | $5,609+335.3% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |