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 | $266,215 | $180,449+47.5% | $154,107+72.7% | $135,375+96.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.87% | 888.09%-896.0pp | 735.12%-743.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,800 | $6,035-37.0% | $5,298-28.3% | $4,779-20.5% |
| Participant deferral / active EE | $4,473 | $5,806-23.0% | $5,081-12.0% | $5,609-20.2% |
| Admin fee / account holder | $80 | $16,143-99.5% | $13,411-99.4% | $10,827-99.3% |