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 | $353,545 | $142,344+148.4% | $119,609+195.6% | $134,475+162.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 1.15% | -12.44%+13.6pp | -14.97%+16.1pp | 417.96%-416.8pp |
| Employer contribution / active EE | $17,038 | $5,222+226.3% | $4,232+302.6% | $4,740+259.5% |
| Participant deferral / active EE | $0 | $6,469-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $270 | $13,584-98.0% | $10,323-97.4% | $11,426-97.6% |