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 | $255,159 | $99,640+156.1% | $86,436+195.2% | $134,475+89.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.97% | 6782.58%-6798.5pp | 4394.89%-4410.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $4,139 | $4,400-5.9% | $3,769+9.8% | $4,740-12.7% |
| Participant deferral / active EE | $15,302 | $7,246+111.2% | $6,952+120.1% | $6,400+139.1% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |