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 | $584,678 | $167,484+249.1% | $151,611+285.6% | $134,475+334.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.46% | 7.80%-15.3pp | 3.33%-10.8pp | 417.96%-425.4pp |
| Employer contribution / active EE | $31,344 | $6,829+359.0% | $6,166+408.3% | $4,740+561.3% |
| Participant deferral / active EE | $13,950 | $8,986+55.2% | $8,363+66.8% | $6,400+118.0% |
| Admin fee / account holder | $68 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |