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 | $281,573 | $168,632+67.0% | $147,614+90.7% | $125,391+124.6% |
| Participation rate | 91.7% | 88.8%+2.9pp | 84.6%+7.0pp | 83.2%+8.5pp |
| Annual return | -0.15% | 77.65%-77.8pp | 61.98%-62.1pp | 282.22%-282.4pp |
| Employer contribution / active EE | $25,875 | $6,252+313.9% | $5,564+365.0% | $4,866+431.8% |
| Participant deferral / active EE | $8,589 | $5,507+56.0% | $4,895+75.4% | $5,352+60.5% |
| Admin fee / account holder | $42 | $13,580-99.7% | $11,611-99.6% | $9,540-99.6% |