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 | $269,206 | $180,449+49.2% | $154,107+74.7% | $135,375+98.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.51% | 888.09%-891.6pp | 735.12%-738.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,284 | $6,035-62.2% | $5,298-56.9% | $4,779-52.2% |
| Participant deferral / active EE | $16,333 | $5,806+181.3% | $5,081+221.5% | $5,609+191.2% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |