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 | $294,242 | $167,484+75.7% | $151,611+94.1% | $134,475+118.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.21% | 7.80%-15.0pp | 3.33%-10.5pp | 417.96%-425.2pp |
| Employer contribution / active EE | $5,623 | $6,829-17.7% | $6,166-8.8% | $4,740+18.6% |
| Participant deferral / active EE | $17,614 | $8,986+96.0% | $8,363+110.6% | $6,400+175.2% |
| Admin fee / account holder | $66 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |