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 | $353,498 | $90,519+290.5% | $93,789+276.9% | $134,475+162.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -9.58% | -15.72%+6.1pp | -11.33%+1.7pp | 417.96%-427.5pp |
| Employer contribution / active EE | $4,950 | $4,343+14.0% | $4,323+14.5% | $4,740+4.4% |
| Participant deferral / active EE | $11,975 | $5,978+100.3% | $6,094+96.5% | $6,400+87.1% |
| Admin fee / account holder | $0 | $9,252-100.0% | $7,195-100.0% | $11,426-100.0% |