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 | $254,711 | $167,307+52.2% | $143,757+77.2% | $134,475+89.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.07% | 0.46%-13.5pp | -0.04%-13.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $8,791 | $5,619+56.5% | $4,951+77.6% | $4,740+85.5% |
| Participant deferral / active EE | $7,303 | $6,446+13.3% | $5,637+29.5% | $6,400+14.1% |
| Admin fee / account holder | $213 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |