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 | $373,578 | $135,635+175.4% | $110,238+238.9% | $135,375+176.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 8.49% | 513.19%-504.7pp | 314.74%-306.2pp | 519.73%-511.2pp |
| Employer contribution / active EE | $18,172 | $4,906+270.4% | $3,826+374.9% | $4,779+280.3% |
| Participant deferral / active EE | $6,037 | $5,506+9.6% | $4,672+29.2% | $5,609+7.6% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |