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 | $374,482 | $72,404+417.2% | $110,238+239.7% | $64,186+483.4% |
| Participation rate | 97.8% | 73.3%+24.4pp | 79.8%+18.0pp | 69.6%+28.2pp |
| Annual return | -7.06% | -6.29%-0.8pp | 314.74%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $19,318 | $2,282+746.7% | $3,826+404.9% | $2,381+711.4% |
| Participant deferral / active EE | $10,354 | $3,469+198.4% | $4,672+121.6% | $3,470+198.4% |
| Admin fee / account holder | $1 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |