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 | $457,753 | $216,874+111.1% | $174,595+162.2% | $382,429+19.7% |
| Participation rate | 100.0% | 86.9%+13.1pp | 85.1%+14.9pp | 87.7%+12.3pp |
| Annual return | 1.89% | 7969.70%-7967.8pp | 6861.22%-6859.3pp | 248.85%-247.0pp |
| Employer contribution / active EE | $18,956 | $4,110+361.3% | $3,630+422.3% | $8,036+135.9% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,379-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $12,030-100.0% | $10,352-100.0% | $30,732-100.0% |