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 | $263,995 | $75,935+247.7% | $60,547+336.0% | $125,391+110.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 0.19% | -5.38%+5.6pp | 335.64%-335.5pp | 282.22%-282.0pp |
| Employer contribution / active EE | $12,713 | $3,438+269.8% | $2,419+425.5% | $4,866+161.3% |
| Participant deferral / active EE | $14,279 | $4,506+216.9% | $3,328+329.1% | $5,352+166.8% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |