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 | $256,989 | $160,055+60.6% | $140,016+83.5% | $135,375+89.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -7.42% | 911.38%-918.8pp | 651.12%-658.5pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,199 | $6,420-50.2% | $5,606-42.9% | $4,779-33.0% |
| Participant deferral / active EE | $10,515 | $7,642+37.6% | $6,927+51.8% | $5,609+87.5% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |