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 | $294,490 | $95,266+209.1% | $82,389+257.4% | $142,382+106.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.68% | 25.74%-11.1pp | 28.67%-14.0pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,360 | $2,991-54.5% | $2,517-46.0% | $4,299-68.4% |
| Participant deferral / active EE | $3,787 | $4,809-21.3% | $4,155-8.8% | $6,507-41.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |