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 | $393,691 | $167,484+135.1% | $151,611+159.7% | $134,475+192.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.52% | 7.80%-22.3pp | 3.33%-17.8pp | 417.96%-432.5pp |
| Employer contribution / active EE | $5,733 | $6,829-16.0% | $6,166-7.0% | $4,740+21.0% |
| Participant deferral / active EE | $10,747 | $8,986+19.6% | $8,363+28.5% | $6,400+67.9% |
| Admin fee / account holder | $96 | $13,783-99.3% | $11,616-99.2% | $11,426-99.2% |