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 | $250,556 | $107,015+134.1% | $73,545+240.7% | $147,584+69.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 1.87% | 38.25%-36.4pp | -15.16%+17.0pp | 578.55%-576.7pp |
| Employer contribution / active EE | $17,122 | $1,760+872.8% | $1,219+1304.6% | $4,876+251.1% |
| Participant deferral / active EE | $10,889 | $2,462+342.3% | $1,806+502.9% | $5,439+100.2% |
| Admin fee / account holder | $197 | $3,055-93.6% | $2,320-91.5% | $10,885-98.2% |