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 | $521,120 | $167,484+211.1% | $151,611+243.7% | $134,475+287.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.52% | 7.80%-23.3pp | 3.33%-18.8pp | 417.96%-433.5pp |
| Employer contribution / active EE | $18,376 | $6,829+169.1% | $6,166+198.0% | $4,740+287.7% |
| Participant deferral / active EE | $12,362 | $8,986+37.6% | $8,363+47.8% | $6,400+93.2% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |