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 | $939,401 | $86,699+983.5% | $73,307+1181.5% | $125,391+649.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -3.22% | 2.78%-6.0pp | 5.67%-8.9pp | 282.22%-285.4pp |
| Employer contribution / active EE | $15,236 | $4,152+266.9% | $3,237+370.6% | $4,866+213.1% |
| Participant deferral / active EE | $12,000 | $5,550+116.2% | $4,991+140.4% | $5,352+124.2% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |