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 | $324,959 | $112,096+189.9% | $95,952+238.7% | $158,922+104.5% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 15.07% | 171.09%-156.0pp | 91.61%-76.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,552 | $3,198-20.2% | $2,541+0.4% | $4,761-46.4% |
| Participant deferral / active EE | $6,135 | $4,784+28.2% | $4,167+47.2% | $5,982+2.6% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |