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 | $638,650 | $142,344+348.7% | $119,609+434.0% | $134,475+374.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.69% | -12.44%-1.2pp | -14.97%+1.3pp | 417.96%-431.7pp |
| Employer contribution / active EE | $4,251 | $5,222-18.6% | $4,232+0.4% | $4,740-10.3% |
| Participant deferral / active EE | $13,333 | $6,469+106.1% | $5,602+138.0% | $6,400+108.3% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |