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 | $354,093 | $92,703+282.0% | $82,719+328.1% | $134,475+163.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.35% | 944.92%-958.3pp | 701.18%-714.5pp | 417.96%-431.3pp |
| Employer contribution / active EE | $2,982 | $3,274-8.9% | $3,009-0.9% | $4,740-37.1% |
| Participant deferral / active EE | $7,898 | $4,802+64.5% | $4,395+79.7% | $6,400+23.4% |
| Admin fee / account holder | $248 | $5,983-95.9% | $5,329-95.4% | $11,426-97.8% |