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 | $305,797 | $167,484+82.6% | $151,611+101.7% | $134,475+127.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.96% | 7.80%-16.8pp | 3.33%-12.3pp | 417.96%-426.9pp |
| Employer contribution / active EE | $16,080 | $6,829+135.5% | $6,166+160.8% | $4,740+239.3% |
| Participant deferral / active EE | $10,641 | $8,986+18.4% | $8,363+27.2% | $6,400+66.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |