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 | $320,212 | $117,983+171.4% | $101,794+214.6% | $142,382+124.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.02% | 36.92%-21.9pp | 30.53%-15.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,975 | $2,773-28.8% | $2,289-13.7% | $4,299-54.1% |
| Participant deferral / active EE | $7,902 | $4,714+67.6% | $4,084+93.5% | $6,507+21.4% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |