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 | $294,076 | $97,757+200.8% | $83,848+250.7% | $135,375+117.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.75% | 1287.37%-1290.1pp | 850.88%-853.6pp | 519.73%-522.5pp |
| Employer contribution / active EE | $8,185 | $4,222+93.9% | $3,631+125.4% | $4,779+71.3% |
| Participant deferral / active EE | $3,254 | $4,682-30.5% | $4,082-20.3% | $5,609-42.0% |
| Admin fee / account holder | $20 | $6,674-99.7% | $5,478-99.6% | $10,827-99.8% |