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 | $347,625 | $132,634+162.1% | $115,768+200.3% | $137,256+153.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 57.93% | 160.70%-102.8pp | 100.46%-42.5pp | 220.34%-162.4pp |
| Employer contribution / active EE | $2,841 | $3,360-15.4% | $2,940-3.4% | $4,156-31.6% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |