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 | $433,888 | $138,065+214.3% | $123,544+251.2% | $135,375+220.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.73% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $8,000 | $5,151+55.3% | $4,628+72.9% | $4,779+67.4% |
| Participant deferral / active EE | $6,440 | $6,799-5.3% | $6,426+0.2% | $5,609+14.8% |
| Admin fee / account holder | $186 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |