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 | $335,747 | $95,193+252.7% | $76,523+338.8% | $135,375+148.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.01% | 4.85%-10.9pp | -0.27%-5.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $9,090 | $3,302+175.2% | $2,647+243.4% | $4,779+90.2% |
| Participant deferral / active EE | $11,347 | $4,639+144.6% | $3,835+195.8% | $5,609+102.3% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |