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 | $418,649 | $167,307+150.2% | $143,757+191.2% | $134,475+211.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.42% | 0.46%-12.9pp | -0.04%-12.4pp | 417.96%-430.4pp |
| Employer contribution / active EE | $4,511 | $5,619-19.7% | $4,951-8.9% | $4,740-4.8% |
| Participant deferral / active EE | $9,630 | $6,446+49.4% | $5,637+70.8% | $6,400+50.5% |
| Admin fee / account holder | $46 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |