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 | $257,814 | $211,958+21.6% | $169,463+52.1% | $135,375+90.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.62% | 3.26%-8.9pp | 1.83%-7.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $16,530 | $5,120+222.9% | $4,159+297.5% | $4,779+245.9% |
| Participant deferral / active EE | $14,858 | $6,075+144.6% | $5,277+181.6% | $5,609+164.9% |
| Admin fee / account holder | -$218 | $11,471-101.9% | $9,109-102.4% | $10,827-102.0% |