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 | $849,388 | $210,648+303.2% | $177,989+377.2% | $145,922+482.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 29.15% | 385.86%-356.7pp | 294.48%-265.3pp | 561.29%-532.1pp |
| Employer contribution / active EE | $3,263 | $4,565-28.5% | $3,949-17.4% | $4,660-30.0% |
| Participant deferral / active EE | $12,865 | $6,958+84.9% | $6,276+105.0% | $6,688+92.4% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |