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 | $383,040 | $117,983+224.7% | $101,794+276.3% | $142,382+169.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.86% | 36.92%-26.1pp | 30.53%-19.7pp | 217.08%-206.2pp |
| Employer contribution / active EE | $30,705 | $2,773+1007.4% | $2,289+1241.5% | $4,299+614.2% |
| Participant deferral / active EE | $18,922 | $4,714+301.4% | $4,084+363.3% | $6,507+190.8% |
| Admin fee / account holder | $8 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |