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 | $513,398 | $112,300+357.2% | $90,223+469.0% | $125,391+309.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -0.52% | -0.57%+0.1pp | 1.31%-1.8pp | 282.22%-282.7pp |
| Employer contribution / active EE | $17,752 | $5,181+242.6% | $4,378+305.4% | $4,866+264.8% |
| Participant deferral / active EE | $11,240 | $6,733+66.9% | $5,792+94.1% | $5,352+110.0% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,540-100.0% |