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 | $257,230 | $167,484+53.6% | $151,611+69.7% | $134,475+91.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.25% | 7.80%-27.1pp | 3.33%-22.6pp | 417.96%-437.2pp |
| Employer contribution / active EE | $14,071 | $6,829+106.0% | $6,166+128.2% | $4,740+196.9% |
| Participant deferral / active EE | $9,075 | $8,986+1.0% | $8,363+8.5% | $6,400+41.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |