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 | $342,646 | $138,065+148.2% | $123,544+177.3% | $135,375+153.1% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -5.65% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $7,016 | $5,151+36.2% | $4,628+51.6% | $4,779+46.8% |
| Participant deferral / active EE | $8,109 | $6,799+19.3% | $6,426+26.2% | $5,609+44.6% |
| Admin fee / account holder | $221 | $10,916-98.0% | $9,284-97.6% | $10,827-98.0% |