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 | $719,107 | $142,344+405.2% | $119,609+501.2% | $134,475+434.8% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -13.29% | -12.44%-0.8pp | -14.97%+1.7pp | 417.96%-431.3pp |
| Employer contribution / active EE | $20,568 | $5,222+293.9% | $4,232+386.0% | $4,740+334.0% |
| Participant deferral / active EE | $12,692 | $6,469+96.2% | $5,602+126.6% | $6,400+98.3% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |