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 | $356,094 | $198,466+79.4% | $170,442+108.9% | $147,584+141.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.27% | 257.29%-245.0pp | 205.93%-193.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $9,000 | $6,184+45.5% | $5,433+65.7% | $4,876+84.6% |
| Participant deferral / active EE | $1,988 | $5,629-64.7% | $4,939-59.8% | $5,439-63.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |