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 | $415,659 | $108,919+281.6% | $100,391+314.0% | $145,922+184.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 30.14% | 57.88%-27.7pp | 49.20%-19.1pp | 561.29%-531.1pp |
| Employer contribution / active EE | $4,436 | $4,419+0.4% | $3,942+12.5% | $4,660-4.8% |
| Participant deferral / active EE | $9,317 | $8,445+10.3% | $8,082+15.3% | $6,688+39.3% |
| Admin fee / account holder | $43 | $9,689-99.6% | $7,899-99.5% | $13,397-99.7% |