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 | $440,688 | $167,484+163.1% | $151,611+190.7% | $134,475+227.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.42% | 7.80%-28.2pp | 3.33%-23.7pp | 417.96%-438.4pp |
| Employer contribution / active EE | $4,167 | $6,829-39.0% | $6,166-32.4% | $4,740-12.1% |
| Participant deferral / active EE | $14,083 | $8,986+56.7% | $8,363+68.4% | $6,400+120.1% |
| Admin fee / account holder | $8 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |