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 | $282,840 | $91,538+209.0% | $129,995+117.6% | $75,163+276.3% |
| Participation rate | 97.1% | 71.4%+25.7pp | 78.5%+18.7pp | 67.2%+30.0pp |
| Annual return | 21.22% | -631.11%+652.3pp | -137.18%+158.4pp | 160.62%-139.4pp |
| Employer contribution / active EE | $13,437 | $2,845+372.2% | $4,320+211.1% | $2,670+403.3% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $155 | $6,790-97.7% | $10,614-98.5% | $5,651-97.3% |