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 | $296,526 | $95,193+211.5% | $76,523+287.5% | $135,375+119.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 0.66% | 4.85%-4.2pp | -0.27%+0.9pp | 519.73%-519.1pp |
| Employer contribution / active EE | $7,700 | $3,302+133.2% | $2,647+190.9% | $4,779+61.1% |
| Participant deferral / active EE | $8,987 | $4,639+93.7% | $3,835+134.3% | $5,609+60.2% |
| Admin fee / account holder | $55 | $6,249-99.1% | $4,848-98.9% | $10,827-99.5% |