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 | $407,117 | $202,318+101.2% | $172,739+135.7% | $152,861+166.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.82% | 1029.65%-1004.8pp | 802.84%-778.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $11,601 | $5,856+98.1% | $5,143+125.6% | $4,762+143.6% |
| Participant deferral / active EE | $6,904 | $5,948+16.1% | $5,198+32.8% | $5,850+18.0% |
| Admin fee / account holder | $90 | $17,109-99.5% | $13,954-99.4% | $11,596-99.2% |