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 | $662,883 | $99,032+569.4% | $80,019+728.4% | $135,375+389.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.55% | 15.39%-22.9pp | 11.22%-18.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $36,000 | $3,043+1082.9% | $2,468+1358.7% | $4,779+653.3% |
| Participant deferral / active EE | $24,000 | $4,282+460.5% | $3,686+551.2% | $5,609+327.9% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |