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 | $286,585 | $138,044+107.6% | $125,339+128.6% | $134,475+113.1% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -7.22% | 750.33%-757.5pp | 572.05%-579.3pp | 417.96%-425.2pp |
| Employer contribution / active EE | $11,690 | $5,243+123.0% | $4,814+142.9% | $4,740+146.6% |
| Participant deferral / active EE | $8,700 | $7,799+11.6% | $7,446+16.8% | $6,400+35.9% |
| Admin fee / account holder | $178 | $11,571-98.5% | $10,010-98.2% | $11,426-98.4% |