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 | $272,652 | $67,331+304.9% | $60,874+347.9% | $134,475+102.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.88% | 49.93%-65.8pp | 16.90%-32.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,826 | $3,096-8.7% | $2,701+4.6% | $4,740-40.4% |
| Participant deferral / active EE | $13,640 | $4,538+200.5% | $3,817+257.4% | $6,400+113.1% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |