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 | $344,484 | $198,466+73.6% | $170,442+102.1% | $147,584+133.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.64% | 257.29%-244.7pp | 205.93%-193.3pp | 578.55%-565.9pp |
| Employer contribution / active EE | $6,093 | $6,184-1.5% | $5,433+12.2% | $4,876+25.0% |
| Participant deferral / active EE | $7,371 | $5,629+30.9% | $4,939+49.2% | $5,439+35.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |