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 | $408,906 | $69,518+488.2% | $59,878+582.9% | $135,375+202.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.98% | 7.94%-16.9pp | 3.46%-12.4pp | 519.73%-528.7pp |
| Employer contribution / active EE | $25,542 | $3,235+689.6% | $2,722+838.5% | $4,779+434.5% |
| Participant deferral / active EE | $13,842 | $4,206+229.1% | $3,402+306.9% | $5,609+146.8% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |