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 | $558,209 | $158,817+251.5% | $121,196+360.6% | $135,375+312.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.16% | -0.64%-4.5pp | 16.93%-22.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $25,000 | $5,665+341.3% | $4,022+521.6% | $4,779+423.1% |
| Participant deferral / active EE | $16,333 | $4,005+307.8% | $3,344+388.4% | $5,609+191.2% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |