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 | $546,929 | $92,703+490.0% | $82,719+561.2% | $134,475+306.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.31% | 944.92%-962.2pp | 701.18%-718.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,051 | $3,274-67.9% | $3,009-65.1% | $4,740-77.8% |
| Participant deferral / active EE | $9,000 | $4,802+87.4% | $4,395+104.8% | $6,400+40.6% |
| Admin fee / account holder | $40 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |