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 | $276,161 | $77,813+254.9% | $123,544+123.5% | $64,186+330.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.81% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $10,029 | $3,014+232.8% | $4,628+116.7% | $2,381+321.2% |
| Participant deferral / active EE | $9,055 | $5,240+72.8% | $6,426+40.9% | $3,470+161.0% |
| Admin fee / account holder | $295 | $5,519-94.7% | $9,284-96.8% | $4,888-94.0% |