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 | $456,132 | $140,578+224.5% | $100,671+353.1% | $125,391+263.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -1.79% | 24.67%-26.5pp | 20.43%-22.2pp | 282.22%-284.0pp |
| Employer contribution / active EE | $6,500 | $5,965+9.0% | $4,012+62.0% | $4,866+33.6% |
| Participant deferral / active EE | $16,000 | $3,981+301.9% | $3,144+409.0% | $5,352+199.0% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |