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 | $252,171 | $112,096+125.0% | $95,952+162.8% | $158,922+58.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.08% | 171.09%-154.0pp | 91.61%-74.5pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,617 | $3,198-49.4% | $2,541-36.4% | $4,761-66.0% |
| Participant deferral / active EE | $2,743 | $4,784-42.7% | $4,167-34.2% | $5,982-54.1% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |