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 | $570,614 | $158,817+259.3% | $121,196+370.8% | $135,375+321.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 1.06% | -0.64%+1.7pp | 16.93%-15.9pp | 519.73%-518.7pp |
| Employer contribution / active EE | $55,000 | $5,665+870.9% | $4,022+1267.6% | $4,779+1050.9% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,344-100.0% | $5,609-100.0% |
| Admin fee / account holder | $46 | $6,512-99.3% | $5,019-99.1% | $10,827-99.6% |