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 | $305,937 | $99,877+206.3% | $84,966+260.1% | $145,922+109.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.67% | 83.76%-75.1pp | 66.38%-57.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $4,392 | $3,231+35.9% | $2,727+61.1% | $4,660-5.7% |
| Participant deferral / active EE | $11,800 | $5,291+123.0% | $4,519+161.1% | $6,688+76.4% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |