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 | $719,179 | $129,942+453.5% | $104,294+589.6% | $134,475+434.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.39% | 42.03%-56.4pp | 24.61%-39.0pp | 417.96%-432.4pp |
| Employer contribution / active EE | $8,070 | $4,184+92.9% | $3,372+139.3% | $4,740+70.3% |
| Participant deferral / active EE | $16,312 | $5,588+191.9% | $4,625+252.7% | $6,400+154.9% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |