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 | $707,104 | $149,333+373.5% | $106,387+564.7% | $135,375+422.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -3.33% | 0.52%-3.8pp | 0.25%-3.6pp | 519.73%-523.1pp |
| Employer contribution / active EE | $3,249 | $4,984-34.8% | $3,520-7.7% | $4,779-32.0% |
| Participant deferral / active EE | $16,096 | $7,230+122.6% | $5,421+196.9% | $5,609+187.0% |
| Admin fee / account holder | $0 | $15,952-100.0% | $7,510-100.0% | $10,827-100.0% |