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 | $288,132 | $138,044+108.7% | $125,339+129.9% | $134,475+114.3% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -16.29% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,369 | $5,243-35.7% | $4,814-30.0% | $4,740-28.9% |
| Participant deferral / active EE | $7,991 | $7,799+2.5% | $7,446+7.3% | $6,400+24.9% |
| Admin fee / account holder | $4 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |