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 | $253,302 | $83,337+204.0% | $67,834+273.4% | $273,961-7.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.33% | 259.45%-251.1pp | 138.47%-130.1pp | 41.45%-33.1pp |
| Employer contribution / active EE | $3,347 | $3,287+1.8% | $2,403+39.2% | $4,869-31.3% |
| Participant deferral / active EE | $10,880 | $4,088+166.1% | $3,160+244.3% | $5,287+105.8% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |