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 | $495,766 | $113,935+335.1% | $94,224+426.2% | $125,391+295.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.40% | 5.29%-5.7pp | 10.68%-11.1pp | 282.22%-282.6pp |
| Employer contribution / active EE | $13,333 | $4,727+182.1% | $3,587+271.8% | $4,866+174.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $192 | $8,391-97.7% | $6,269-96.9% | $9,540-98.0% |