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 | $323,002 | $82,286+292.5% | $68,791+369.5% | $134,475+140.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.33% | -2.19%-16.1pp | -6.38%-11.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $20,946 | $3,301+534.6% | $2,655+688.9% | $4,740+341.9% |
| Participant deferral / active EE | $19,687 | $4,739+315.5% | $3,941+399.5% | $6,400+207.6% |
| Admin fee / account holder | $106 | $6,481-98.4% | $4,932-97.8% | $11,426-99.1% |