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 | $456,917 | $64,707+606.1% | $112,228+307.1% | $68,494+567.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.05% | -11.40%-5.6pp | 27.45%-44.5pp | -7.84%-9.2pp |
| Employer contribution / active EE | $5,904 | $2,746+115.0% | $3,635+62.4% | $2,596+127.4% |
| Participant deferral / active EE | $6,962 | $3,565+95.3% | $4,728+47.2% | $4,027+72.9% |
| Admin fee / account holder | -$1,074 | $5,232-120.5% | $6,410-116.8% | $5,403-119.9% |