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 | $336,852 | $92,703+263.4% | $82,719+307.2% | $134,475+150.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.44% | 944.92%-953.4pp | 701.18%-709.6pp | 417.96%-426.4pp |
| Employer contribution / active EE | $30,926 | $3,274+844.7% | $3,009+927.8% | $4,740+552.5% |
| Participant deferral / active EE | $12,832 | $4,802+167.2% | $4,395+192.0% | $6,400+100.5% |
| Admin fee / account holder | $56 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |