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 | $459,909 | $202,318+127.3% | $172,739+166.2% | $152,861+200.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.19% | 1029.65%-1003.5pp | 802.84%-776.7pp | 345.32%-319.1pp |
| Employer contribution / active EE | $5,684 | $5,856-2.9% | $5,143+10.5% | $4,762+19.4% |
| Participant deferral / active EE | $6,612 | $5,948+11.2% | $5,198+27.2% | $5,850+13.0% |
| Admin fee / account holder | $280 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |