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 | $407,583 | $100,754+304.5% | $86,677+370.2% | $134,475+203.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.06% | 29.04%-46.1pp | 35.91%-53.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $8,983 | $3,489+157.4% | $2,836+216.7% | $4,740+89.5% |
| Participant deferral / active EE | $7,113 | $5,338+33.3% | $4,656+52.8% | $6,400+11.1% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |