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 | $254,309 | $87,540+190.5% | $75,781+235.6% | $125,391+102.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.84% | 13.48%-15.3pp | 9.68%-11.5pp | 282.22%-284.1pp |
| Employer contribution / active EE | $18,846 | $3,930+379.5% | $3,323+467.1% | $4,866+287.3% |
| Participant deferral / active EE | $10,359 | $4,229+144.9% | $3,651+183.7% | $5,352+93.6% |
| Admin fee / account holder | $36 | $6,502-99.4% | $5,299-99.3% | $9,540-99.6% |