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 | $363,543 | $167,484+117.1% | $151,611+139.8% | $134,475+170.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.68% | 7.80%-27.5pp | 3.33%-23.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $14,403 | $6,829+110.9% | $6,166+133.6% | $4,740+203.9% |
| Participant deferral / active EE | $6,500 | $8,986-27.7% | $8,363-22.3% | $6,400+1.6% |
| Admin fee / account holder | $106 | $13,783-99.2% | $11,616-99.1% | $11,426-99.1% |