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 | $261,482 | $131,829+98.3% | $108,579+140.8% | $273,961-4.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.68% | -91.57%+101.2pp | -51.70%+61.4pp | 41.45%-31.8pp |
| Employer contribution / active EE | $9,839 | $4,912+100.3% | $3,758+161.8% | $4,869+102.1% |
| Participant deferral / active EE | $8,622 | $5,127+68.2% | $4,311+100.0% | $5,287+63.1% |
| Admin fee / account holder | $214 | $10,252-97.9% | $7,645-97.2% | $10,132-97.9% |