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 | $275,946 | $138,044+99.9% | $125,339+120.2% | $134,475+105.2% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -12.01% | 750.33%-762.3pp | 572.05%-584.1pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,645 | $5,243-68.6% | $4,814-65.8% | $4,740-65.3% |
| Participant deferral / active EE | $4,180 | $7,799-46.4% | $7,446-43.9% | $6,400-34.7% |
| Admin fee / account holder | $15 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |