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 | $289,649 | $138,044+109.8% | $125,339+131.1% | $134,475+115.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.20% | 750.33%-750.1pp | 572.05%-571.9pp | 417.96%-417.8pp |
| Employer contribution / active EE | $1,844 | $5,243-64.8% | $4,814-61.7% | $4,740-61.1% |
| Participant deferral / active EE | $9,112 | $7,799+16.8% | $7,446+22.4% | $6,400+42.4% |
| Admin fee / account holder | $87 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |