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 | $267,357 | $180,449+48.2% | $154,107+73.5% | $135,375+97.5% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -7.41% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,995 | $6,035-66.9% | $5,298-62.3% | $4,779-58.2% |
| Participant deferral / active EE | $8,971 | $5,806+54.5% | $5,081+76.6% | $5,609+59.9% |
| Admin fee / account holder | $65 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |