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 | $429,694 | $180,449+138.1% | $154,107+178.8% | $135,375+217.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -4.43% | 888.09%-892.5pp | 735.12%-739.5pp | 519.73%-524.2pp |
| Employer contribution / active EE | $7,100 | $6,035+17.6% | $5,298+34.0% | $4,779+48.6% |
| Participant deferral / active EE | $5,733 | $5,806-1.3% | $5,081+12.8% | $5,609+2.2% |
| Admin fee / account holder | $120 | $16,143-99.3% | $13,411-99.1% | $10,827-98.9% |