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 | $300,912 | $138,044+118.0% | $125,339+140.1% | $134,475+123.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.39% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $5,794 | $5,243+10.5% | $4,814+20.4% | $4,740+22.3% |
| Participant deferral / active EE | $6,940 | $7,799-11.0% | $7,446-6.8% | $6,400+8.4% |
| Admin fee / account holder | $52 | $11,571-99.6% | $10,010-99.5% | $11,426-99.5% |