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 | $299,929 | $180,449+66.2% | $154,107+94.6% | $135,375+121.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.66% | 888.09%-889.8pp | 735.12%-736.8pp | 519.73%-521.4pp |
| Employer contribution / active EE | $2,850 | $6,035-52.8% | $5,298-46.2% | $4,779-40.4% |
| Participant deferral / active EE | $11,000 | $5,806+89.5% | $5,081+116.5% | $5,609+96.1% |
| Admin fee / account holder | $40 | $16,143-99.8% | $13,411-99.7% | $10,827-99.6% |