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 | $263,931 | $180,449+46.3% | $154,107+71.3% | $135,375+95.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -6.33% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,261 | $6,035-46.0% | $5,298-38.4% | $4,779-31.8% |
| Participant deferral / active EE | $6,307 | $5,806+8.6% | $5,081+24.1% | $5,609+12.4% |
| Admin fee / account holder | $32 | $16,143-99.8% | $13,411-99.8% | $10,827-99.7% |