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 | $320,308 | $83,908+281.7% | $68,509+367.5% | $125,391+155.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.89% | 14.48%-17.4pp | 8.27%-11.2pp | 282.22%-285.1pp |
| Employer contribution / active EE | $11,019 | $3,031+263.6% | $2,278+383.8% | $4,866+126.5% |
| Participant deferral / active EE | $10,747 | $4,125+160.5% | $3,382+217.7% | $5,352+100.8% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |