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 9-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 | $373,089 | $167,307+123.0% | $143,757+159.5% | $134,475+177.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -10.34% | 0.46%-10.8pp | -0.04%-10.3pp | 417.96%-428.3pp |
| Employer contribution / active EE | $10,125 | $5,619+80.2% | $4,951+104.5% | $4,740+113.6% |
| Participant deferral / active EE | $6,750 | $6,446+4.7% | $5,637+19.7% | $6,400+5.5% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |