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 | $360,682 | $100,754+258.0% | $86,677+316.1% | $134,475+168.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.16% | 29.04%-44.2pp | 35.91%-51.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,992 | $3,489-14.3% | $2,836+5.5% | $4,740-36.9% |
| Participant deferral / active EE | $27,807 | $5,338+420.9% | $4,656+497.3% | $6,400+334.5% |
| Admin fee / account holder | $193 | $10,926-98.2% | $7,493-97.4% | $11,426-98.3% |