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 | $259,924 | $90,519+187.1% | $93,789+177.1% | $134,475+93.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -12.26% | -15.72%+3.5pp | -11.33%-0.9pp | 417.96%-430.2pp |
| Employer contribution / active EE | $2,881 | $4,343-33.7% | $4,323-33.4% | $4,740-39.2% |
| Participant deferral / active EE | $9,017 | $5,978+50.8% | $6,094+48.0% | $6,400+40.9% |
| Admin fee / account holder | $24 | $9,252-99.7% | $7,195-99.7% | $11,426-99.8% |