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 | $406,216 | $82,286+393.7% | $68,791+490.5% | $134,475+202.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.31% | -2.19%-9.1pp | -6.38%-4.9pp | 417.96%-429.3pp |
| Employer contribution / active EE | $2,353 | $3,301-28.7% | $2,655-11.4% | $4,740-50.4% |
| Participant deferral / active EE | $21,428 | $4,739+352.2% | $3,941+443.7% | $6,400+234.8% |
| Admin fee / account holder | $141 | $6,481-97.8% | $4,932-97.1% | $11,426-98.8% |