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 | $449,868 | $93,024+383.6% | $77,024+484.1% | $134,475+234.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -6.34% | 62.60%-68.9pp | 42.32%-48.7pp | 417.96%-424.3pp |
| Employer contribution / active EE | $3,849 | $3,418+12.6% | $2,812+36.9% | $4,740-18.8% |
| Participant deferral / active EE | $10,388 | $5,238+98.3% | $4,426+134.7% | $6,400+62.3% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |