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 | $259,205 | $97,757+165.2% | $83,848+209.1% | $135,375+91.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.93% | 1287.37%-1294.3pp | 850.88%-857.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $3,707 | $4,222-12.2% | $3,631+2.1% | $4,779-22.4% |
| Participant deferral / active EE | $9,113 | $4,682+94.6% | $4,082+123.3% | $5,609+62.5% |
| Admin fee / account holder | $128 | $6,674-98.1% | $5,478-97.7% | $10,827-98.8% |