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 | $302,244 | $138,044+118.9% | $125,339+141.1% | $134,475+124.8% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -18.06% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $9,654 | $5,243+84.1% | $4,814+100.6% | $4,740+103.7% |
| Participant deferral / active EE | $6,515 | $7,799-16.5% | $7,446-12.5% | $6,400+1.8% |
| Admin fee / account holder | $281 | $11,571-97.6% | $10,010-97.2% | $11,426-97.5% |