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 | $293,005 | $71,883+307.6% | $86,677+238.0% | $68,494+327.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.80% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $12,868 | $2,173+492.2% | $2,836+353.7% | $2,596+395.6% |
| Participant deferral / active EE | $10,264 | $3,779+171.6% | $4,656+120.5% | $4,027+154.9% |
| Admin fee / account holder | $3 | $6,112-99.9% | $7,493-100.0% | $5,403-99.9% |