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 | $444,290 | $92,222+381.8% | $76,768+478.7% | $135,375+228.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.63% | 5.46%-10.1pp | 2.43%-7.1pp | 519.73%-524.4pp |
| Employer contribution / active EE | $20,134 | $3,216+526.1% | $2,485+710.2% | $4,779+321.3% |
| Participant deferral / active EE | $5,542 | $4,509+22.9% | $3,852+43.9% | $5,609-1.2% |
| Admin fee / account holder | $70 | $10,748-99.3% | $6,675-99.0% | $10,827-99.4% |