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 | $362,420 | $176,056+105.9% | $159,436+127.3% | $167,490+116.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.69% | 331.75%-318.1pp | 263.57%-249.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,336 | $5,297-55.9% | $4,829-51.6% | $4,837-51.7% |
| Participant deferral / active EE | $7,099 | $7,750-8.4% | $7,352-3.4% | $6,341+12.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |