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 6-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 | $278,993 | $64,432+333.0% | - | $139,434+100.1% |
| Participation rate | 100.0% | 66.0%+34.0pp | - | 80.3%+19.7pp |
| Annual return | 34.46% | 4.96%+29.5pp | - | 372.94%-338.5pp |
| Employer contribution / active EE | $0 | $6,830-100.0% | - | $4,751-100.0% |
| Participant deferral / active EE | $0 | $2,937-100.0% | - | $6,710-100.0% |
| Admin fee / account holder | $0 | $3,919-100.0% | - | $11,403-100.0% |