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 | $251,164 | $190,805+31.6% | $159,960+57.0% | $134,475+86.8% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -15.41% | 552.23%-567.6pp | 408.60%-424.0pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,453 | $4,995-50.9% | $4,226-41.9% | $4,740-48.2% |
| Participant deferral / active EE | $10,236 | $6,923+47.9% | $6,182+65.6% | $6,400+59.9% |
| Admin fee / account holder | $18 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |