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 | $281,313 | $202,318+39.0% | $172,739+62.9% | $152,861+84.0% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 16.43% | 1029.65%-1013.2pp | 802.84%-786.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $2,444 | $5,856-58.3% | $5,143-52.5% | $4,762-48.7% |
| Participant deferral / active EE | $5,123 | $5,948-13.9% | $5,198-1.4% | $5,850-12.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |