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 | $344,334 | $167,484+105.6% | $151,611+127.1% | $134,475+156.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.86% | 7.80%-16.7pp | 3.33%-12.2pp | 417.96%-426.8pp |
| Employer contribution / active EE | $7,910 | $6,829+15.8% | $6,166+28.3% | $4,740+66.9% |
| Participant deferral / active EE | $19,166 | $8,986+113.3% | $8,363+129.2% | $6,400+199.5% |
| Admin fee / account holder | $72 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |