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 | $276,363 | $93,024+197.1% | $77,024+258.8% | $134,475+105.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.29% | 62.60%-74.9pp | 42.32%-54.6pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,404 | $3,418-29.7% | $2,812-14.5% | $4,740-49.3% |
| Participant deferral / active EE | $7,683 | $5,238+46.7% | $4,426+73.6% | $6,400+20.1% |
| Admin fee / account holder | $120 | $6,944-98.3% | $5,425-97.8% | $11,426-98.9% |