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 | $261,410 | $82,630+216.4% | $64,105+307.8% | $125,391+108.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.28% | 1489.72%-1490.0pp | 791.24%-791.5pp | 282.22%-282.5pp |
| Employer contribution / active EE | $10,117 | $2,671+278.7% | $1,820+455.9% | $4,866+107.9% |
| Participant deferral / active EE | $5,750 | $3,608+59.3% | $2,822+103.8% | $5,352+7.4% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |