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 | $251,401 | $95,193+164.1% | $76,523+228.5% | $135,375+85.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -1.02% | 4.85%-5.9pp | -0.27%-0.7pp | 519.73%-520.8pp |
| Employer contribution / active EE | $12,858 | $3,302+289.3% | $2,647+385.7% | $4,779+169.1% |
| Participant deferral / active EE | $693 | $4,639-85.1% | $3,835-81.9% | $5,609-87.6% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |