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 | $514,259 | $97,044+429.9% | $83,333+517.1% | $135,375+279.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.65% | 12.31%-19.0pp | 10.63%-17.3pp | 519.73%-526.4pp |
| Employer contribution / active EE | $28,043 | $4,143+576.9% | $3,379+730.0% | $4,779+486.8% |
| Participant deferral / active EE | $22,333 | $5,964+274.4% | $5,565+301.3% | $5,609+298.2% |
| Admin fee / account holder | $33 | $8,380-99.6% | $7,510-99.6% | $10,827-99.7% |