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 | $270,738 | $185,822+45.7% | $169,993+59.3% | $139,434+94.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.12% | 60.50%-43.4pp | 53.37%-36.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $4,453 | $7,590-41.3% | $6,785-34.4% | $4,751-6.3% |
| Participant deferral / active EE | $11,276 | $11,622-3.0% | $10,408+8.3% | $6,710+68.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |