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 | $251,495 | $82,664+204.2% | $125,339+100.7% | $68,494+267.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.05% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $10,755 | $3,381+218.1% | $4,814+123.4% | $2,596+314.2% |
| Participant deferral / active EE | $12,820 | $6,110+109.8% | $7,446+72.2% | $4,027+218.3% |
| Admin fee / account holder | $271 | $6,275-95.7% | $10,010-97.3% | $5,403-95.0% |