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 | $362,857 | $77,813+366.3% | $123,544+193.7% | $64,186+465.3% |
| Participation rate | 78.8% | 74.7%+4.1pp | 82.3%-3.5pp | 69.6%+9.2pp |
| Annual return | -4.47% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $8,641 | $3,014+186.7% | $4,628+86.7% | $2,381+262.9% |
| Participant deferral / active EE | $9,796 | $5,240+86.9% | $6,426+52.5% | $3,470+182.3% |
| Admin fee / account holder | $96 | $5,519-98.3% | $9,284-99.0% | $4,888-98.0% |