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 | $910,850 | $211,958+329.7% | $169,463+437.5% | $135,375+572.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.77% | 3.26%-8.0pp | 1.83%-6.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $14,265 | $5,120+178.6% | $4,159+243.0% | $4,779+198.5% |
| Participant deferral / active EE | $8,327 | $6,075+37.1% | $5,277+57.8% | $5,609+48.5% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |