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 | $388,186 | $116,175+234.1% | $93,606+314.7% | $152,861+153.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 11.78% | 35.96%-24.2pp | 32.76%-21.0pp | 345.32%-333.5pp |
| Employer contribution / active EE | $8,333 | $3,218+159.0% | $2,718+206.6% | $4,762+75.0% |
| Participant deferral / active EE | $4,687 | $4,603+1.8% | $4,069+15.2% | $5,850-19.9% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |