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 | $554,436 | $87,540+533.4% | $75,781+631.6% | $125,391+342.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.53% | 13.48%-15.0pp | 9.68%-11.2pp | 282.22%-283.8pp |
| Employer contribution / active EE | $84,353 | $3,930+2046.4% | $3,323+2438.3% | $4,866+1633.5% |
| Participant deferral / active EE | $52,750 | $4,229+1147.3% | $3,651+1344.6% | $5,352+885.7% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |