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 | $261,542 | $106,543+145.5% | $91,220+186.7% | $134,475+94.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.15% | 160.60%-179.7pp | 114.01%-133.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,040 | $3,331-38.7% | $2,850-28.4% | $4,740-57.0% |
| Participant deferral / active EE | $10,600 | $4,719+124.6% | $4,234+150.4% | $6,400+65.6% |
| Admin fee / account holder | $120 | $6,231-98.1% | $5,420-97.8% | $11,426-98.9% |