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 | $410,702 | $167,484+145.2% | $151,611+170.9% | $134,475+205.4% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -17.71% | 7.80%-25.5pp | 3.33%-21.0pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,361 | $6,829-50.8% | $6,166-45.5% | $4,740-29.1% |
| Participant deferral / active EE | $7,898 | $8,986-12.1% | $8,363-5.6% | $6,400+23.4% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |