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 | $334,390 | $211,958+57.8% | $169,463+97.3% | $135,375+147.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.10% | 3.26%-9.4pp | 1.83%-7.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $9,103 | $5,120+77.8% | $4,159+118.9% | $4,779+90.5% |
| Participant deferral / active EE | $6,666 | $6,075+9.7% | $5,277+26.3% | $5,609+18.8% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |