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 | $570,440 | $82,286+593.2% | $68,791+729.2% | $134,475+324.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.85% | -2.19%-12.7pp | -6.38%-8.5pp | 417.96%-432.8pp |
| Employer contribution / active EE | $13,545 | $3,301+310.4% | $2,655+410.1% | $4,740+185.8% |
| Participant deferral / active EE | $7,350 | $4,739+55.1% | $3,941+86.5% | $6,400+14.8% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |