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 | $298,338 | $131,829+126.3% | $108,579+174.8% | $273,961+8.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.54% | -91.57%+101.1pp | -51.70%+61.2pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,594 | $4,912-67.6% | $3,758-57.6% | $4,869-67.3% |
| Participant deferral / active EE | $6,261 | $5,127+22.1% | $4,311+45.2% | $5,287+18.4% |
| Admin fee / account holder | $168 | $10,252-98.4% | $7,645-97.8% | $10,132-98.3% |