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 | $371,829 | $138,065+169.3% | $123,544+201.0% | $135,375+174.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.90% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $5,109 | $5,151-0.8% | $4,628+10.4% | $4,779+6.9% |
| Participant deferral / active EE | $10,343 | $6,799+52.1% | $6,426+61.0% | $5,609+84.4% |
| Admin fee / account holder | $87 | $10,916-99.2% | $9,284-99.1% | $10,827-99.2% |