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 | $252,701 | $167,484+50.9% | $151,611+66.7% | $134,475+87.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.37% | 7.80%-22.2pp | 3.33%-17.7pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,602 | $6,829-61.9% | $6,166-57.8% | $4,740-45.1% |
| Participant deferral / active EE | $5,204 | $8,986-42.1% | $8,363-37.8% | $6,400-18.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |