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 | $276,903 | $167,307+65.5% | $143,757+92.6% | $134,475+105.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.04% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $11,250 | $5,619+100.2% | $4,951+127.2% | $4,740+137.4% |
| Participant deferral / active EE | $6,992 | $6,446+8.5% | $5,637+24.0% | $6,400+9.3% |
| Admin fee / account holder | $203 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |