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 | $291,250 | $167,484+73.9% | $151,611+92.1% | $134,475+116.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.99% | 7.80%-27.8pp | 3.33%-23.3pp | 417.96%-437.9pp |
| Employer contribution / active EE | $11,122 | $6,829+62.9% | $6,166+80.4% | $4,740+134.7% |
| Participant deferral / active EE | $20,395 | $8,986+127.0% | $8,363+143.9% | $6,400+218.7% |
| Admin fee / account holder | $236 | $13,783-98.3% | $11,616-98.0% | $11,426-97.9% |