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 | $251,783 | $133,958+88.0% | $112,228+124.3% | $134,475+87.2% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -14.70% | 47.11%-61.8pp | 27.45%-42.1pp | 417.96%-432.7pp |
| Employer contribution / active EE | $11,974 | $4,038+196.5% | $3,635+229.4% | $4,740+152.6% |
| Participant deferral / active EE | $7,714 | $5,291+45.8% | $4,728+63.2% | $6,400+20.5% |
| Admin fee / account holder | $19 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |