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 | $587,946 | $167,307+251.4% | $143,757+309.0% | $134,475+337.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.85% | 0.46%-12.3pp | -0.04%-11.8pp | 417.96%-429.8pp |
| Employer contribution / active EE | $9,111 | $5,619+62.1% | $4,951+84.0% | $4,740+92.2% |
| Participant deferral / active EE | $20,767 | $6,446+222.2% | $5,637+268.4% | $6,400+224.5% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |