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 | $373,037 | $167,307+123.0% | $143,757+159.5% | $134,475+177.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.15% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $16,393 | $5,619+191.7% | $4,951+231.1% | $4,740+245.9% |
| Participant deferral / active EE | $23,286 | $6,446+261.3% | $5,637+313.1% | $6,400+263.9% |
| Admin fee / account holder | $19 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |