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 | $378,351 | $138,044+174.1% | $125,339+201.9% | $134,475+181.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.59% | 750.33%-770.9pp | 572.05%-592.6pp | 417.96%-438.6pp |
| Employer contribution / active EE | $5,259 | $5,243+0.3% | $4,814+9.2% | $4,740+10.9% |
| Participant deferral / active EE | $19,488 | $7,799+149.9% | $7,446+161.7% | $6,400+204.5% |
| Admin fee / account holder | -$223 | $11,571-101.9% | $10,010-102.2% | $11,426-101.9% |