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 | $297,385 | $167,307+77.7% | $143,757+106.9% | $134,475+121.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.45% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,065 | $5,619-63.3% | $4,951-58.3% | $4,740-56.4% |
| Participant deferral / active EE | $7,832 | $6,446+21.5% | $5,637+38.9% | $6,400+22.4% |
| Admin fee / account holder | $58 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |