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 | $503,210 | $74,888+571.9% | $71,209+606.7% | $142,382+253.4% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 15.42% | 345.14%-329.7pp | 282.51%-267.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $537 | $2,854-81.2% | $2,721-80.3% | $4,299-87.5% |
| Participant deferral / active EE | $671 | $4,454-84.9% | $4,175-83.9% | $6,507-89.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |