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 | $252,866 | $127,100+99.0% | $105,738+139.1% | $135,375+86.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -8.16% | 4.49%-12.7pp | 6.27%-14.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $13,749 | $4,107+234.8% | $3,268+320.7% | $4,779+187.7% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $26 | $9,087-99.7% | $6,913-99.6% | $10,827-99.8% |