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 | $325,729 | $167,307+94.7% | $143,757+126.6% | $134,475+142.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.43% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,225 | $5,619-42.6% | $4,951-34.9% | $4,740-32.0% |
| Participant deferral / active EE | $6,091 | $6,446-5.5% | $5,637+8.1% | $6,400-4.8% |
| Admin fee / account holder | $257 | $18,088-98.6% | $14,673-98.2% | $11,426-97.7% |