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 | $382,469 | $86,699+341.1% | $73,307+421.7% | $125,391+205.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -3.32% | 2.78%-6.1pp | 5.67%-9.0pp | 282.22%-285.5pp |
| Employer contribution / active EE | $2,360 | $4,152-43.2% | $3,237-27.1% | $4,866-51.5% |
| Participant deferral / active EE | $16,067 | $5,550+189.5% | $4,991+221.9% | $5,352+200.2% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |