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 | $407,397 | $131,829+209.0% | $108,579+275.2% | $273,961+48.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.18% | -91.57%+100.7pp | -51.70%+60.9pp | 41.45%-32.3pp |
| Employer contribution / active EE | $8,955 | $4,912+82.3% | $3,758+138.3% | $4,869+83.9% |
| Participant deferral / active EE | $21,000 | $5,127+309.6% | $4,311+387.1% | $5,287+297.2% |
| Admin fee / account holder | $114 | $10,252-98.9% | $7,645-98.5% | $10,132-98.9% |