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 | $393,109 | $131,829+198.2% | $108,579+262.0% | $273,961+43.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.85% | -91.57%+99.4pp | -51.70%+59.5pp | 41.45%-33.6pp |
| Employer contribution / active EE | $6,657 | $4,912+35.5% | $3,758+77.1% | $4,869+36.7% |
| Participant deferral / active EE | $9,323 | $5,127+81.8% | $4,311+116.3% | $5,287+76.3% |
| Admin fee / account holder | $9 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |