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 | $256,495 | $167,484+53.1% | $151,611+69.2% | $134,475+90.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.78% | 7.80%-28.6pp | 3.33%-24.1pp | 417.96%-438.7pp |
| Employer contribution / active EE | $5,250 | $6,829-23.1% | $6,166-14.9% | $4,740+10.8% |
| Participant deferral / active EE | $27,000 | $8,986+200.5% | $8,363+222.8% | $6,400+321.9% |
| Admin fee / account holder | $120 | $13,783-99.1% | $11,616-99.0% | $11,426-98.9% |