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 | $280,671 | $160,055+75.4% | $140,016+100.5% | $135,375+107.3% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.5%+6.9pp | 82.6%+11.8pp |
| Annual return | -1.23% | 911.38%-912.6pp | 651.12%-652.3pp | 519.73%-521.0pp |
| Employer contribution / active EE | $5,543 | $6,420-13.7% | $5,606-1.1% | $4,779+16.0% |
| Participant deferral / active EE | $17,534 | $7,642+129.5% | $6,927+153.1% | $5,609+212.6% |
| Admin fee / account holder | $271 | $13,328-98.0% | $10,705-97.5% | $10,827-97.5% |