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 | $334,267 | $92,222+262.5% | $76,768+335.4% | $135,375+146.9% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -0.74% | 5.46%-6.2pp | 2.43%-3.2pp | 519.73%-520.5pp |
| Employer contribution / active EE | $7,839 | $3,216+143.8% | $2,485+215.4% | $4,779+64.0% |
| Participant deferral / active EE | $8,044 | $4,509+78.4% | $3,852+108.9% | $5,609+43.4% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |