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 | $289,374 | $83,908+244.9% | $68,509+322.4% | $125,391+130.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.08% | 14.48%-15.6pp | 8.27%-9.4pp | 282.22%-283.3pp |
| Employer contribution / active EE | $8,535 | $3,031+181.6% | $2,278+274.7% | $4,866+75.4% |
| Participant deferral / active EE | $4,727 | $4,125+14.6% | $3,382+39.7% | $5,352-11.7% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |