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 | $262,725 | $97,757+168.8% | $83,848+213.3% | $135,375+94.1% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -8.00% | 1287.37%-1295.4pp | 850.88%-858.9pp | 519.73%-527.7pp |
| Employer contribution / active EE | $11,346 | $4,222+168.8% | $3,631+212.5% | $4,779+137.4% |
| Participant deferral / active EE | $9,113 | $4,682+94.6% | $4,082+123.3% | $5,609+62.5% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |