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 | $863,721 | $97,757+783.5% | $83,848+930.1% | $135,375+538.0% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -2.48% | 1287.37%-1289.8pp | 850.88%-853.4pp | 519.73%-522.2pp |
| Employer contribution / active EE | $11,111 | $4,222+163.2% | $3,631+206.0% | $4,779+132.5% |
| Participant deferral / active EE | $18,090 | $4,682+286.4% | $4,082+343.2% | $5,609+222.5% |
| Admin fee / account holder | $28 | $6,674-99.6% | $5,478-99.5% | $10,827-99.7% |