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 | $255,651 | $92,703+175.8% | $82,719+209.1% | $134,475+90.1% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -20.68% | 944.92%-965.6pp | 701.18%-721.9pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,082 | $3,274-67.0% | $3,009-64.0% | $4,740-77.2% |
| Participant deferral / active EE | $8,622 | $4,802+79.5% | $4,395+96.2% | $6,400+34.7% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |