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 | $272,044 | $48,265+463.6% | $68,791+295.5% | $68,494+297.2% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -18.77% | -12.71%-6.1pp | -6.38%-12.4pp | -7.84%-10.9pp |
| Employer contribution / active EE | $8,552 | $1,829+367.7% | $2,655+222.1% | $2,596+229.4% |
| Participant deferral / active EE | $13,524 | $2,867+371.8% | $3,941+243.1% | $4,027+235.8% |
| Admin fee / account holder | $0 | $4,355-100.0% | $4,932-100.0% | $5,403-100.0% |