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 | $382,943 | $106,543+259.4% | $91,220+319.8% | $134,475+184.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.07% | 160.60%-175.7pp | 114.01%-129.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $6,691 | $3,331+100.9% | $2,850+134.8% | $4,740+41.2% |
| Participant deferral / active EE | $11,511 | $4,719+143.9% | $4,234+171.9% | $6,400+79.9% |
| Admin fee / account holder | $202 | $6,231-96.8% | $5,420-96.3% | $11,426-98.2% |