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 | $309,169 | $167,484+84.6% | $151,611+103.9% | $134,475+129.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.24% | 7.80%-27.0pp | 3.33%-22.6pp | 417.96%-437.2pp |
| Employer contribution / active EE | $4,444 | $6,829-34.9% | $6,166-27.9% | $4,740-6.2% |
| Participant deferral / active EE | $5,160 | $8,986-42.6% | $8,363-38.3% | $6,400-19.4% |
| Admin fee / account holder | $204 | $13,783-98.5% | $11,616-98.2% | $11,426-98.2% |