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 | $324,746 | $113,935+185.0% | $94,224+244.7% | $125,391+159.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.33% | 5.29%-6.6pp | 10.68%-12.0pp | 282.22%-283.6pp |
| Employer contribution / active EE | $14,443 | $4,727+205.5% | $3,587+302.7% | $4,866+196.8% |
| Participant deferral / active EE | $14,456 | $5,179+179.1% | $4,320+234.6% | $5,352+170.1% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |