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 | $304,153 | $168,632+80.4% | $147,614+106.0% | $125,391+142.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.53% | 77.65%-79.2pp | 61.98%-63.5pp | 282.22%-283.8pp |
| Employer contribution / active EE | $6,655 | $6,252+6.4% | $5,564+19.6% | $4,866+36.8% |
| Participant deferral / active EE | $7,873 | $5,507+43.0% | $4,895+60.8% | $5,352+47.1% |
| Admin fee / account holder | $254 | $13,580-98.1% | $11,611-97.8% | $9,540-97.3% |