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 | $437,832 | $76,000+476.1% | $154,107+184.1% | $64,186+582.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.49% | 30.32%-34.8pp | 735.12%-739.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $31,135 | $3,351+829.2% | $5,298+487.7% | $2,381+1207.7% |
| Participant deferral / active EE | $14,533 | $3,175+357.7% | $5,081+186.1% | $3,470+318.9% |
| Admin fee / account holder | $47 | $5,596-99.2% | $13,411-99.7% | $4,888-99.0% |