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 | $272,079 | $82,286+230.6% | $68,791+295.5% | $134,475+102.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.03% | -2.19%-11.8pp | -6.38%-7.7pp | 417.96%-432.0pp |
| Employer contribution / active EE | $4,286 | $3,301+29.9% | $2,655+61.4% | $4,740-9.6% |
| Participant deferral / active EE | $2,354 | $4,739-50.3% | $3,941-40.3% | $6,400-63.2% |
| Admin fee / account holder | $279 | $6,481-95.7% | $4,932-94.3% | $11,426-97.6% |