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 | $320,292 | $87,540+265.9% | $75,781+322.7% | $125,391+155.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.66% | 13.48%-14.1pp | 9.68%-10.3pp | 282.22%-282.9pp |
| Employer contribution / active EE | $7,388 | $3,930+88.0% | $3,323+122.3% | $4,866+51.8% |
| Participant deferral / active EE | $3,889 | $4,229-8.0% | $3,651+6.5% | $5,352-27.3% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |