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 | $316,905 | $163,101+94.3% | $136,749+131.7% | $142,382+122.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.46% | 27.54%-13.1pp | 24.33%-9.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,711 | $5,585+109.7% | $4,692+149.6% | $6,507+80.0% |
| Admin fee / account holder | $39 | $14,318-99.7% | $11,386-99.7% | $12,624-99.7% |