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 | $251,293 | $138,065+82.0% | $123,544+103.4% | $135,375+85.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.11% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $9,226 | $5,151+79.1% | $4,628+99.4% | $4,779+93.1% |
| Participant deferral / active EE | $12,744 | $6,799+87.4% | $6,426+98.3% | $5,609+127.2% |
| Admin fee / account holder | $91 | $10,916-99.2% | $9,284-99.0% | $10,827-99.2% |