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 | $271,688 | $92,703+193.1% | $82,719+228.4% | $134,475+102.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.96% | 944.92%-956.9pp | 701.18%-713.1pp | 417.96%-429.9pp |
| Employer contribution / active EE | $5,575 | $3,274+70.3% | $3,009+85.3% | $4,740+17.6% |
| Participant deferral / active EE | $1,615 | $4,802-66.4% | $4,395-63.3% | $6,400-74.8% |
| Admin fee / account holder | $19 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |