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 | $333,532 | $185,822+79.5% | $169,993+96.2% | $139,434+139.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.47% | 60.50%-31.0pp | 53.37%-23.9pp | 372.94%-343.5pp |
| Employer contribution / active EE | $4,465 | $7,590-41.2% | $6,785-34.2% | $4,751-6.0% |
| Participant deferral / active EE | $9,360 | $11,622-19.5% | $10,408-10.1% | $6,710+39.5% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |