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 | $398,481 | $138,044+188.7% | $125,339+217.9% | $134,475+196.3% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.00% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,781 | $5,243-47.0% | $4,814-42.2% | $4,740-41.3% |
| Participant deferral / active EE | $10,887 | $7,799+39.6% | $7,446+46.2% | $6,400+70.1% |
| Admin fee / account holder | $2 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |