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 | $389,815 | $138,044+182.4% | $125,339+211.0% | $134,475+189.9% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -8.67% | 750.33%-759.0pp | 572.05%-580.7pp | 417.96%-426.6pp |
| Employer contribution / active EE | $12,653 | $5,243+141.3% | $4,814+162.9% | $4,740+167.0% |
| Participant deferral / active EE | $12,727 | $7,799+63.2% | $7,446+70.9% | $6,400+98.9% |
| Admin fee / account holder | $223 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |