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 | $348,002 | $167,484+107.8% | $151,611+129.5% | $134,475+158.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.90% | 7.80%-23.7pp | 3.33%-19.2pp | 417.96%-433.9pp |
| Employer contribution / active EE | $12,425 | $6,829+81.9% | $6,166+101.5% | $4,740+162.1% |
| Participant deferral / active EE | $21,462 | $8,986+138.8% | $8,363+156.6% | $6,400+235.4% |
| Admin fee / account holder | $297 | $13,783-97.8% | $11,616-97.4% | $11,426-97.4% |