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 | $543,081 | $167,484+224.3% | $151,611+258.2% | $134,475+303.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.73% | 7.80%-17.5pp | 3.33%-13.1pp | 417.96%-427.7pp |
| Employer contribution / active EE | $4,077 | $6,829-40.3% | $6,166-33.9% | $4,740-14.0% |
| Participant deferral / active EE | $5,715 | $8,986-36.4% | $8,363-31.7% | $6,400-10.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |