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 | $271,576 | $95,193+185.3% | $76,523+254.9% | $135,375+100.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.82% | 4.85%-12.7pp | -0.27%-7.6pp | 519.73%-527.6pp |
| Employer contribution / active EE | $19,685 | $3,302+496.1% | $2,647+643.6% | $4,779+311.9% |
| Participant deferral / active EE | $19,350 | $4,639+317.1% | $3,835+404.5% | $5,609+245.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |