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 | $299,013 | $127,386+134.7% | $115,037+159.9% | $125,391+138.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.20% | 31.28%-32.5pp | 26.14%-27.3pp | 282.22%-283.4pp |
| Employer contribution / active EE | $6,161 | $5,166+19.2% | $4,608+33.7% | $4,866+26.6% |
| Participant deferral / active EE | $17,288 | $6,423+169.1% | $6,026+186.9% | $5,352+223.0% |
| Admin fee / account holder | $27 | $9,516-99.7% | $8,175-99.7% | $9,540-99.7% |