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 | $314,325 | $138,044+127.7% | $125,339+150.8% | $134,475+133.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.56% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $18,430 | $5,243+251.5% | $4,814+282.9% | $4,740+288.9% |
| Participant deferral / active EE | $14,203 | $7,799+82.1% | $7,446+90.7% | $6,400+121.9% |
| Admin fee / account holder | $277 | $11,571-97.6% | $10,010-97.2% | $11,426-97.6% |