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 | $259,144 | $159,901+62.1% | $146,958+76.3% | $145,922+77.6% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 18.59% | 98.13%-79.5pp | 418.34%-399.7pp | 561.29%-542.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,371 | $8,428-24.4% | $8,070-21.1% | $6,688-4.7% |
| Admin fee / account holder | $268 | $15,044-98.2% | $12,998-97.9% | $13,397-98.0% |