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 | $301,754 | $142,344+112.0% | $119,609+152.3% | $134,475+124.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.67% | -12.44%-5.2pp | -14.97%-2.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $4,426 | $5,222-15.3% | $4,232+4.6% | $4,740-6.6% |
| Participant deferral / active EE | $16,430 | $6,469+154.0% | $5,602+193.3% | $6,400+156.7% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |