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 | $484,180 | $93,024+420.5% | $77,024+528.6% | $134,475+260.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.03% | 62.60%-77.6pp | 42.32%-57.3pp | 417.96%-433.0pp |
| Employer contribution / active EE | $24,137 | $3,418+606.2% | $2,812+758.3% | $4,740+409.3% |
| Participant deferral / active EE | $20,233 | $5,238+286.3% | $4,426+357.1% | $6,400+216.2% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |