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 | $272,560 | $99,032+175.2% | $80,019+240.6% | $135,375+101.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.94% | 15.39%-22.3pp | 11.22%-18.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $18,407 | $3,043+504.8% | $2,468+645.8% | $4,779+285.2% |
| Participant deferral / active EE | $10,608 | $4,282+147.7% | $3,686+187.8% | $5,609+89.1% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |