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 | $261,459 | $107,791+142.6% | $90,645+188.4% | $135,375+93.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.95% | -0.90%-6.0pp | 1.88%-8.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $15,027 | $3,018+397.9% | $2,532+493.5% | $4,779+214.5% |
| Participant deferral / active EE | $12,555 | $3,872+224.2% | $3,425+266.6% | $5,609+123.8% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |