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 5-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 | $305,920 | $82,286+271.8% | $68,791+344.7% | $134,475+127.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -6.20% | -2.19%-4.0pp | -6.38%+0.2pp | 417.96%-424.2pp |
| Employer contribution / active EE | $10,000 | $3,301+203.0% | $2,655+276.6% | $4,740+111.0% |
| Participant deferral / active EE | $27,000 | $4,739+469.8% | $3,941+585.1% | $6,400+321.9% |
| Admin fee / account holder | $20 | $6,481-99.7% | $4,932-99.6% | $11,426-99.8% |