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 | $381,824 | $158,817+140.4% | $121,196+215.0% | $135,375+182.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.91% | -0.64%-6.3pp | 16.93%-23.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $10,703 | $5,665+88.9% | $4,022+166.1% | $4,779+124.0% |
| Participant deferral / active EE | $18,132 | $4,005+352.7% | $3,344+442.1% | $5,609+223.3% |
| Admin fee / account holder | $55 | $6,512-99.2% | $5,019-98.9% | $10,827-99.5% |