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 | $293,418 | $168,632+74.0% | $147,614+98.8% | $125,391+134.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.21% | 77.65%-79.9pp | 61.98%-64.2pp | 282.22%-284.4pp |
| Employer contribution / active EE | $9,000 | $6,252+43.9% | $5,564+61.7% | $4,866+85.0% |
| Participant deferral / active EE | $7,032 | $5,507+27.7% | $4,895+43.7% | $5,352+31.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |