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 | $960,859 | $82,286+1067.7% | $68,791+1296.8% | $134,475+614.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.85% | -2.19%-15.7pp | -6.38%-11.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $22,549 | $3,301+583.2% | $2,655+749.2% | $4,740+375.7% |
| Participant deferral / active EE | $17,850 | $4,739+276.7% | $3,941+352.9% | $6,400+178.9% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |