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 | $339,528 | $167,484+102.7% | $151,611+123.9% | $134,475+152.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.03% | 7.80%-23.8pp | 3.33%-19.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $13,799 | $6,829+102.1% | $6,166+123.8% | $4,740+191.1% |
| Participant deferral / active EE | $19,506 | $8,986+117.1% | $8,363+133.2% | $6,400+204.8% |
| Admin fee / account holder | $170 | $13,783-98.8% | $11,616-98.5% | $11,426-98.5% |