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 | $414,705 | $167,484+147.6% | $151,611+173.5% | $134,475+208.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.99% | 7.80%-25.8pp | 3.33%-21.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $9,973 | $6,829+46.0% | $6,166+61.7% | $4,740+110.4% |
| Participant deferral / active EE | $10,183 | $8,986+13.3% | $8,363+21.8% | $6,400+59.1% |
| Admin fee / account holder | $215 | $13,783-98.4% | $11,616-98.2% | $11,426-98.1% |