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 | $447,235 | $107,791+314.9% | $90,645+393.4% | $135,375+230.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -1.56% | -0.90%-0.7pp | 1.88%-3.4pp | 519.73%-521.3pp |
| Employer contribution / active EE | $5,520 | $3,018+82.9% | $2,532+118.0% | $4,779+15.5% |
| Participant deferral / active EE | $24,000 | $3,872+519.8% | $3,425+600.8% | $5,609+327.9% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |