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 | $418,357 | $90,600+361.8% | $79,464+426.5% | $135,375+209.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.29% | 977.43%-978.7pp | 718.14%-719.4pp | 519.73%-521.0pp |
| Employer contribution / active EE | $1,277 | $3,068-58.4% | $2,800-54.4% | $4,779-73.3% |
| Participant deferral / active EE | $2,791 | $4,050-31.1% | $3,704-24.7% | $5,609-50.2% |
| Admin fee / account holder | $39 | $5,907-99.3% | $5,113-99.2% | $10,827-99.6% |