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 | $270,390 | $129,942+108.1% | $104,294+159.3% | $134,475+101.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.84% | 42.03%-60.9pp | 24.61%-43.5pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,480 | $4,184-64.6% | $3,372-56.1% | $4,740-68.8% |
| Participant deferral / active EE | $8,100 | $5,588+45.0% | $4,625+75.1% | $6,400+26.6% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |