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 9-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 | $904,032 | $95,193+849.7% | $76,523+1081.4% | $135,375+567.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -0.45% | 4.85%-5.3pp | -0.27%-0.2pp | 519.73%-520.2pp |
| Employer contribution / active EE | $10,900 | $3,302+230.1% | $2,647+311.8% | $4,779+128.1% |
| Participant deferral / active EE | $20,500 | $4,639+341.9% | $3,835+434.5% | $5,609+265.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |