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 | $421,076 | $167,307+151.7% | $143,757+192.9% | $134,475+213.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.66% | 0.46%-7.1pp | -0.04%-6.6pp | 417.96%-424.6pp |
| Employer contribution / active EE | $16,738 | $5,619+197.9% | $4,951+238.1% | $4,740+253.1% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $259 | $18,088-98.6% | $14,673-98.2% | $11,426-97.7% |