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 | $281,240 | $85,790+227.8% | $67,313+317.8% | $135,375+107.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.93% | -0.54%-4.4pp | -4.08%-0.8pp | 519.73%-524.7pp |
| Employer contribution / active EE | $13,016 | $3,487+273.2% | $2,566+407.3% | $4,779+172.4% |
| Participant deferral / active EE | $2,716 | $4,651-41.6% | $3,568-23.9% | $5,609-51.6% |
| Admin fee / account holder | $213 | $6,392-96.7% | $4,507-95.3% | $10,827-98.0% |