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 | $268,208 | $581,964-53.9% | $159,156+68.5% | $581,964-53.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 85.0%+15.0pp | 87.9%+12.1pp |
| Annual return | 5.97% | 19.66%-13.7pp | 10.03%-4.1pp | 19.66%-13.7pp |
| Employer contribution / active EE | $0 | $21,011-100.0% | $11,593-100.0% | $21,011-100.0% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $4,578-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,887-100.0% | $122,144-100.0% | $49,887-100.0% |