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 3-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 | $379,218 | $498,888-24.0% | $379,2180% | $498,888-24.0% |
| Participation rate | 100.0% | 90.2%+9.8pp | 100.0%0pp | 90.2%+9.8pp |
| Annual return | 44.33% | 8.46%+35.9pp | 9.94%+34.4pp | 8.46%+35.9pp |
| Employer contribution / active EE | $4,000 | $28,233-85.8% | $90,228-95.6% | $28,233-85.8% |
| Participant deferral / active EE | $4,000 | $11,296-64.6% | $11,667-65.7% | $11,296-64.6% |
| Admin fee / account holder | $0 | $67,015-100.0% | - | $67,015-100.0% |