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 | $349,198 | $99,640+250.5% | $86,436+304.0% | $134,475+159.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -11.51% | 6782.58%-6794.1pp | 4394.89%-4406.4pp | 417.96%-429.5pp |
| Employer contribution / active EE | $1,922 | $4,400-56.3% | $3,769-49.0% | $4,740-59.5% |
| Participant deferral / active EE | $6,750 | $7,246-6.8% | $6,952-2.9% | $6,400+5.5% |
| Admin fee / account holder | $128 | $8,371-98.5% | $6,731-98.1% | $11,426-98.9% |