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 | $288,398 | $116,175+148.2% | $93,606+208.1% | $152,861+88.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 40.78% | 35.96%+4.8pp | 32.76%+8.0pp | 345.32%-304.5pp |
| Employer contribution / active EE | $2,112 | $3,218-34.4% | $2,718-22.3% | $4,762-55.7% |
| Participant deferral / active EE | $10,689 | $4,603+132.2% | $4,069+162.7% | $5,850+82.7% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |