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 | $351,508 | $77,813+351.7% | $123,544+184.5% | $64,186+447.6% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.3%+15.3pp | 69.6%+28.1pp |
| Annual return | -7.73% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $5,751 | $3,014+90.8% | $4,628+24.3% | $2,381+141.5% |
| Participant deferral / active EE | $11,517 | $5,240+119.8% | $6,426+79.2% | $3,470+231.9% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |