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 | $346,533 | $138,044+151.0% | $125,339+176.5% | $134,475+157.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.14% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $12,294 | $5,243+134.5% | $4,814+155.4% | $4,740+159.4% |
| Participant deferral / active EE | $11,520 | $7,799+47.7% | $7,446+54.7% | $6,400+80.0% |
| Admin fee / account holder | $166 | $11,571-98.6% | $10,010-98.3% | $11,426-98.5% |