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 | $322,480 | $100,754+220.1% | $86,677+272.0% | $134,475+139.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.43% | 29.04%-44.5pp | 35.91%-51.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $4,133 | $3,489+18.5% | $2,836+45.7% | $4,740-12.8% |
| Participant deferral / active EE | $16,767 | $5,338+214.1% | $4,656+260.1% | $6,400+162.0% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |