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 | $312,099 | $105,860+194.8% | $90,749+243.9% | $134,475+132.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.33% | -11.01%-3.3pp | -12.16%-2.2pp | 417.96%-432.3pp |
| Employer contribution / active EE | $10,000 | $3,462+188.8% | $2,921+242.4% | $4,740+111.0% |
| Participant deferral / active EE | $19,500 | $5,216+273.9% | $4,564+327.2% | $6,400+204.7% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |