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 | $438,169 | $97,044+351.5% | $83,333+425.8% | $135,375+223.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.49% | 12.31%-18.8pp | 10.63%-17.1pp | 519.73%-526.2pp |
| Employer contribution / active EE | $13,119 | $4,143+216.6% | $3,379+288.3% | $4,779+174.5% |
| Participant deferral / active EE | $12,000 | $5,964+101.2% | $5,565+115.6% | $5,609+114.0% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |