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 | $269,996 | $106,515+153.5% | $96,683+179.3% | $139,434+93.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.80% | 38.43%-13.6pp | 35.69%-10.9pp | 372.94%-348.1pp |
| Employer contribution / active EE | $2,695 | $4,103-34.3% | $3,737-27.9% | $4,751-43.3% |
| Participant deferral / active EE | $3,368 | $5,454-38.2% | $4,878-31.0% | $6,710-49.8% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |