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 | $323,253 | $142,344+127.1% | $119,609+170.3% | $134,475+140.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.81% | -12.44%-4.4pp | -14.97%-1.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,601 | $5,222-50.2% | $4,232-38.5% | $4,740-45.1% |
| Participant deferral / active EE | $27,000 | $6,469+317.4% | $5,602+382.0% | $6,400+321.9% |
| Admin fee / account holder | $68 | $13,584-99.5% | $10,323-99.3% | $11,426-99.4% |