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 | $390,692 | $105,860+269.1% | $90,749+330.5% | $134,475+190.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.43% | -11.01%-3.4pp | -12.16%-2.3pp | 417.96%-432.4pp |
| Employer contribution / active EE | $15,920 | $3,462+359.8% | $2,921+445.0% | $4,740+235.9% |
| Participant deferral / active EE | $12,154 | $5,216+133.0% | $4,564+166.3% | $6,400+89.9% |
| Admin fee / account holder | -$101 | $13,938-100.7% | $8,445-101.2% | $11,426-100.9% |