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 | $292,999 | $99,640+194.1% | $86,436+239.0% | $134,475+117.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.40% | 6782.58%-6799.0pp | 4394.89%-4411.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,955 | $4,400-32.8% | $3,769-21.6% | $4,740-37.6% |
| Participant deferral / active EE | $4,100 | $7,246-43.4% | $6,952-41.0% | $6,400-35.9% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |