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 | $481,997 | $25,979+1755.3% | $71,735+571.9% | $68,494+603.7% |
| Participation rate | 100.0% | 54.5%+45.5pp | 62.3%+37.7pp | 67.9%+32.1pp |
| Annual return | 142.04% | -15.10%+157.1pp | 9.14%+132.9pp | -7.84%+149.9pp |
| Employer contribution / active EE | $9,671 | $900+974.1% | $1,704+467.6% | $2,596+272.5% |
| Participant deferral / active EE | $0 | $1,522-100.0% | $2,658-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |