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 | $287,929 | $168,632+70.7% | $147,614+95.1% | $125,391+129.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.32% | 77.65%-78.0pp | 61.98%-62.3pp | 282.22%-282.5pp |
| Employer contribution / active EE | $23,319 | $6,252+273.0% | $5,564+319.1% | $4,866+379.2% |
| Participant deferral / active EE | $15,000 | $5,507+172.4% | $4,895+206.4% | $5,352+180.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |