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 | $318,276 | $100,754+215.9% | $86,677+267.2% | $134,475+136.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.47% | 29.04%-41.5pp | 35.91%-48.4pp | 417.96%-430.4pp |
| Employer contribution / active EE | $14,961 | $3,489+328.8% | $2,836+427.5% | $4,740+215.7% |
| Participant deferral / active EE | $8,331 | $5,338+56.1% | $4,656+78.9% | $6,400+30.2% |
| Admin fee / account holder | $281 | $10,926-97.4% | $7,493-96.2% | $11,426-97.5% |