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 | $269,828 | $84,402+219.7% | $61,373+339.7% | $134,475+100.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -15.41% | 584.55%-600.0pp | 338.61%-354.0pp | 417.96%-433.4pp |
| Employer contribution / active EE | $4,583 | $1,544+196.8% | $1,159+295.3% | $4,740-3.3% |
| Participant deferral / active EE | $2,250 | $2,819-20.2% | $2,125+5.9% | $6,400-64.8% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |