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 | $370,075 | $158,817+133.0% | $121,196+205.4% | $135,375+173.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -1.87% | -0.64%-1.2pp | 16.93%-18.8pp | 519.73%-521.6pp |
| Employer contribution / active EE | $10,500 | $5,665+85.4% | $4,022+161.1% | $4,779+119.7% |
| Participant deferral / active EE | $13,669 | $4,005+241.3% | $3,344+308.7% | $5,609+143.7% |
| Admin fee / account holder | $25 | $6,512-99.6% | $5,019-99.5% | $10,827-99.8% |