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 | $589,616 | $95,862+515.1% | $79,550+641.2% | $134,475+338.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -1.41% | -2.69%+1.3pp | 0.16%-1.6pp | 417.96%-419.4pp |
| Employer contribution / active EE | $18,750 | $3,128+499.4% | $2,413+677.0% | $4,740+295.6% |
| Participant deferral / active EE | $22,735 | $4,693+384.5% | $3,985+470.5% | $6,400+255.2% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |