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 | $318,584 | $82,286+287.2% | $68,791+363.1% | $134,475+136.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.75% | -2.19%-17.6pp | -6.38%-13.4pp | 417.96%-437.7pp |
| Employer contribution / active EE | $15,192 | $3,301+360.3% | $2,655+472.1% | $4,740+220.5% |
| Participant deferral / active EE | $10,417 | $4,739+119.8% | $3,941+164.3% | $6,400+62.8% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |