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 | $281,113 | $138,044+103.6% | $125,339+124.3% | $134,475+109.0% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -18.45% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,614 | $5,243-12.0% | $4,814-4.1% | $4,740-2.7% |
| Participant deferral / active EE | $13,002 | $7,799+66.7% | $7,446+74.6% | $6,400+103.2% |
| Admin fee / account holder | $160 | $11,571-98.6% | $10,010-98.4% | $11,426-98.6% |