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 | $426,294 | $148,534+187.0% | $135,903+213.7% | $139,434+205.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 45.76% | 79.19%-33.4pp | 68.23%-22.5pp | 372.94%-327.2pp |
| Employer contribution / active EE | $3,386 | $5,243-35.4% | $4,856-30.3% | $4,751-28.7% |
| Participant deferral / active EE | $19,383 | $8,100+139.3% | $7,758+149.9% | $6,710+188.9% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |