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 | $277,981 | $138,044+101.4% | $125,339+121.8% | $134,475+106.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.63% | 750.33%-764.0pp | 572.05%-585.7pp | 417.96%-431.6pp |
| Employer contribution / active EE | $5,381 | $5,243+2.6% | $4,814+11.8% | $4,740+13.5% |
| Participant deferral / active EE | $11,821 | $7,799+51.6% | $7,446+58.7% | $6,400+84.7% |
| Admin fee / account holder | $220 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |