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 | $273,823 | $176,056+55.5% | $159,436+71.7% | $167,490+63.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.28% | 331.75%-310.5pp | 263.57%-242.3pp | 478.56%-457.3pp |
| Employer contribution / active EE | $12,745 | $5,297+140.6% | $4,829+163.9% | $4,837+163.5% |
| Participant deferral / active EE | $4,057 | $7,750-47.7% | $7,352-44.8% | $6,341-36.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |