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 | $304,901 | $180,449+69.0% | $154,107+97.8% | $135,375+125.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.78% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $5,689 | $6,035-5.7% | $5,298+7.4% | $4,779+19.0% |
| Participant deferral / active EE | $10,441 | $5,806+79.8% | $5,081+105.5% | $5,609+86.1% |
| Admin fee / account holder | $31 | $16,143-99.8% | $13,411-99.8% | $10,827-99.7% |