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 | $259,187 | $167,484+54.8% | $151,611+71.0% | $134,475+92.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.09% | 7.80%-28.9pp | 3.33%-24.4pp | 417.96%-439.1pp |
| Employer contribution / active EE | $19,058 | $6,829+179.1% | $6,166+209.1% | $4,740+302.1% |
| Participant deferral / active EE | $10,256 | $8,986+14.1% | $8,363+22.6% | $6,400+60.2% |
| Admin fee / account holder | $35 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |