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 | $318,599 | $138,065+130.8% | $123,544+157.9% | $135,375+135.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.78% | 153.68%-156.5pp | 119.20%-122.0pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,300 | $5,151-74.8% | $4,628-71.9% | $4,779-72.8% |
| Participant deferral / active EE | $3,174 | $6,799-53.3% | $6,426-50.6% | $5,609-43.4% |
| Admin fee / account holder | $74 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |