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 | $386,691 | $112,096+245.0% | $95,952+303.0% | $158,922+143.3% |
| Participation rate | 94.1% | 79.0%+15.1pp | 77.1%+17.0pp | 82.0%+12.2pp |
| Annual return | 16.70% | 171.09%-154.4pp | 91.61%-74.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,332 | $4,784+74.2% | $4,167+100.0% | $5,982+39.3% |
| Admin fee / account holder | $43 | $10,130-99.6% | $6,795-99.4% | $11,246-99.6% |