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 | $270,574 | $135,635+99.5% | $110,238+145.4% | $135,375+99.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.51% | 513.19%-518.7pp | 314.74%-320.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,329 | $4,906-52.5% | $3,826-39.1% | $4,779-51.3% |
| Participant deferral / active EE | $15,578 | $5,506+182.9% | $4,672+233.4% | $5,609+177.7% |
| Admin fee / account holder | $12 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |