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 | $381,916 | $167,484+128.0% | $151,611+151.9% | $134,475+184.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.98% | 7.80%-21.8pp | 3.33%-17.3pp | 417.96%-431.9pp |
| Employer contribution / active EE | $17,950 | $6,829+162.8% | $6,166+191.1% | $4,740+278.7% |
| Participant deferral / active EE | $13,276 | $8,986+47.7% | $8,363+58.7% | $6,400+107.4% |
| Admin fee / account holder | $300 | $13,783-97.8% | $11,616-97.4% | $11,426-97.4% |