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 | $333,936 | $138,044+141.9% | $125,339+166.4% | $134,475+148.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.25% | 750.33%-763.6pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $3,980 | $5,243-24.1% | $4,814-17.3% | $4,740-16.0% |
| Participant deferral / active EE | $7,356 | $7,799-5.7% | $7,446-1.2% | $6,400+14.9% |
| Admin fee / account holder | $16 | $11,571-99.9% | $10,010-99.8% | $11,426-99.9% |