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 | $440,854 | $133,958+229.1% | $112,228+292.8% | $134,475+227.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.63% | 47.11%-62.7pp | 27.45%-43.1pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,980 | $4,038-51.0% | $3,635-45.5% | $4,740-58.2% |
| Participant deferral / active EE | $22,000 | $5,291+315.8% | $4,728+365.3% | $6,400+243.8% |
| Admin fee / account holder | -$763 | $7,489-110.2% | $6,410-111.9% | $11,426-106.7% |