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 | $603,428 | $93,024+548.7% | $77,024+683.4% | $134,475+348.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.51% | 62.60%-83.1pp | 42.32%-62.8pp | 417.96%-438.5pp |
| Employer contribution / active EE | $8,625 | $3,418+152.3% | $2,812+206.7% | $4,740+82.0% |
| Participant deferral / active EE | $14,500 | $5,238+176.8% | $4,426+227.6% | $6,400+126.6% |
| Admin fee / account holder | $1 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |