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 | $684,422 | $87,540+681.8% | $75,781+803.2% | $125,391+445.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.45% | 13.48%-15.9pp | 9.68%-12.1pp | 282.22%-284.7pp |
| Employer contribution / active EE | $25,796 | $3,930+556.4% | $3,323+676.2% | $4,866+430.1% |
| Participant deferral / active EE | $1,000 | $4,229-76.4% | $3,651-72.6% | $5,352-81.3% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |