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 | $318,618 | $190,805+67.0% | $159,960+99.2% | $134,475+136.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -3.17% | 552.23%-555.4pp | 408.60%-411.8pp | 417.96%-421.1pp |
| Employer contribution / active EE | $3,333 | $4,995-33.3% | $4,226-21.1% | $4,740-29.7% |
| Participant deferral / active EE | $9,035 | $6,923+30.5% | $6,182+46.1% | $6,400+41.2% |
| Admin fee / account holder | $221 | $10,471-97.9% | $8,698-97.5% | $11,426-98.1% |