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 | $255,708 | $138,065+85.2% | $123,544+107.0% | $135,375+88.9% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -7.72% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $11,852 | $5,151+130.1% | $4,628+156.1% | $4,779+148.0% |
| Participant deferral / active EE | $9,800 | $6,799+44.1% | $6,426+52.5% | $5,609+74.7% |
| Admin fee / account holder | $22 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |