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 | $260,317 | $147,727+76.2% | $115,756+124.9% | $134,475+93.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -17.79% | 73.96%-91.7pp | 143.14%-160.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,938 | $4,713-16.4% | $3,793+3.8% | $4,740-16.9% |
| Participant deferral / active EE | $18,400 | $7,563+143.3% | $6,254+194.2% | $6,400+187.5% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,426-100.0% |