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 | $294,363 | $105,860+178.1% | $90,749+224.4% | $134,475+118.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -7.42% | -11.01%+3.6pp | -12.16%+4.7pp | 417.96%-425.4pp |
| Employer contribution / active EE | $2,609 | $3,462-24.6% | $2,921-10.7% | $4,740-45.0% |
| Participant deferral / active EE | $13,500 | $5,216+158.8% | $4,564+195.8% | $6,400+110.9% |
| Admin fee / account holder | $50 | $13,938-99.6% | $8,445-99.4% | $11,426-99.6% |