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 | $319,874 | $95,862+233.7% | $79,550+302.1% | $134,475+137.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.46% | -2.69%-14.8pp | 0.16%-17.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,438 | $3,128+9.9% | $2,413+42.5% | $4,740-27.5% |
| Participant deferral / active EE | $3,520 | $4,693-25.0% | $3,985-11.7% | $6,400-45.0% |
| Admin fee / account holder | $88 | $9,126-99.0% | $6,832-98.7% | $11,426-99.2% |