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 | $319,591 | $167,484+90.8% | $151,611+110.8% | $134,475+137.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.37% | 7.80%-25.2pp | 3.33%-20.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $4,236 | $6,829-38.0% | $6,166-31.3% | $4,740-10.6% |
| Participant deferral / active EE | $14,842 | $8,986+65.2% | $8,363+77.5% | $6,400+131.9% |
| Admin fee / account holder | $17 | $13,783-99.9% | $11,616-99.9% | $11,426-99.8% |