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 | $399,445 | $112,096+256.3% | $95,952+316.3% | $158,922+151.3% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 39.03% | 171.09%-132.1pp | 91.61%-52.6pp | 302.83%-263.8pp |
| Employer contribution / active EE | $2,961 | $3,198-7.4% | $2,541+16.5% | $4,761-37.8% |
| Participant deferral / active EE | $3,935 | $4,784-17.7% | $4,167-5.6% | $5,982-34.2% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |