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 | $1,356,782 | $129,942+944.1% | $104,294+1200.9% | $134,475+908.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -0.80% | 42.03%-42.8pp | 24.61%-25.4pp | 417.96%-418.8pp |
| Employer contribution / active EE | $2,333 | $4,184-44.2% | $3,372-30.8% | $4,740-50.8% |
| Participant deferral / active EE | $18,000 | $5,588+222.1% | $4,625+289.2% | $6,400+181.3% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |