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 | $133,922+159.6% | $116,228+199.1% | $142,382+144.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 57.93% | 147.76%-89.8pp | 90.06%-32.1pp | 217.08%-159.1pp |
| Employer contribution / active EE | $2,841 | $3,446-17.5% | $2,994-5.1% | $4,299-33.9% |
| Participant deferral / active EE | $0 | $5,672-100.0% | $4,953-100.0% | $6,507-100.0% |
| Admin fee / account holder | $3 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |