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 | $361,942 | $167,484+116.1% | $151,611+138.7% | $134,475+169.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -17.31% | 7.80%-25.1pp | 3.33%-20.6pp | 417.96%-435.3pp |
| Employer contribution / active EE | $5,971 | $6,829-12.6% | $6,166-3.2% | $4,740+26.0% |
| Participant deferral / active EE | $10,394 | $8,986+15.7% | $8,363+24.3% | $6,400+62.4% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |