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 | $397,094 | $142,344+179.0% | $119,609+232.0% | $134,475+195.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.60% | -12.44%-4.2pp | -14.97%-1.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $20,278 | $5,222+288.3% | $4,232+379.2% | $4,740+327.8% |
| Participant deferral / active EE | $12,955 | $6,469+100.3% | $5,602+131.3% | $6,400+102.4% |
| Admin fee / account holder | $246 | $13,584-98.2% | $10,323-97.6% | $11,426-97.8% |