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 | $285,109 | $138,044+106.5% | $125,339+127.5% | $134,475+112.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.77% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $4,033 | $5,243-23.1% | $4,814-16.2% | $4,740-14.9% |
| Participant deferral / active EE | $15,125 | $7,799+93.9% | $7,446+103.1% | $6,400+136.3% |
| Admin fee / account holder | $222 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |