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 | $369,618 | $142,344+159.7% | $119,609+209.0% | $134,475+174.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.67% | -12.44%-3.2pp | -14.97%-0.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $22,174 | $5,222+324.6% | $4,232+424.0% | $4,740+367.8% |
| Participant deferral / active EE | $13,500 | $6,469+108.7% | $5,602+141.0% | $6,400+110.9% |
| Admin fee / account holder | $229 | $13,584-98.3% | $10,323-97.8% | $11,426-98.0% |