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 9-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 | $267,907 | $82,286+225.6% | $68,791+289.4% | $134,475+99.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -7.28% | -2.19%-5.1pp | -6.38%-0.9pp | 417.96%-425.2pp |
| Employer contribution / active EE | $5,414 | $3,301+64.0% | $2,655+103.9% | $4,740+14.2% |
| Participant deferral / active EE | $15,329 | $4,739+223.5% | $3,941+289.0% | $6,400+139.5% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |