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 | $467,386 | $138,065+238.5% | $123,544+278.3% | $135,375+245.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.98% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,177 | $5,151-77.2% | $4,628-74.6% | $4,779-75.4% |
| Participant deferral / active EE | $9,000 | $6,799+32.4% | $6,426+40.1% | $5,609+60.5% |
| Admin fee / account holder | $233 | $10,916-97.9% | $9,284-97.5% | $10,827-97.8% |