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 | $279,671 | $138,044+102.6% | $125,339+123.1% | $134,475+108.0% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -17.76% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,901 | $5,243-44.7% | $4,814-39.7% | $4,740-38.8% |
| Participant deferral / active EE | $10,486 | $7,799+34.5% | $7,446+40.8% | $6,400+63.9% |
| Admin fee / account holder | $241 | $11,571-97.9% | $10,010-97.6% | $11,426-97.9% |