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 | $321,681 | $142,405+125.9% | $115,157+179.3% | $152,861+110.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 19.16% | 41.48%-22.3pp | 35.60%-16.4pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,500 | $4,010-37.7% | $3,179-21.4% | $4,762-47.5% |
| Participant deferral / active EE | $3,539 | $5,164-31.5% | $4,168-15.1% | $5,850-39.5% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |