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 | $347,561 | $167,484+107.5% | $151,611+129.2% | $134,475+158.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.09% | 7.80%-20.9pp | 3.33%-16.4pp | 417.96%-431.1pp |
| Employer contribution / active EE | $3,103 | $6,829-54.6% | $6,166-49.7% | $4,740-34.5% |
| Participant deferral / active EE | $11,929 | $8,986+32.8% | $8,363+42.6% | $6,400+86.4% |
| Admin fee / account holder | -$786 | $13,783-105.7% | $11,616-106.8% | $11,426-106.9% |