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 | $382,502 | $133,958+185.5% | $112,228+240.8% | $134,475+184.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 38.76% | 47.11%-8.4pp | 27.45%+11.3pp | 417.96%-379.2pp |
| Employer contribution / active EE | $2,759 | $4,038-31.7% | $3,635-24.1% | $4,740-41.8% |
| Participant deferral / active EE | $4,194 | $5,291-20.7% | $4,728-11.3% | $6,400-34.5% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |