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 | $714,121 | $209,411+241.0% | $178,490+300.1% | $158,922+349.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 55.37% | 188.75%-133.4pp | 151.07%-95.7pp | 302.83%-247.5pp |
| Employer contribution / active EE | $3,411 | $5,706-40.2% | $5,011-31.9% | $4,761-28.4% |
| Participant deferral / active EE | $8,667 | $5,954+45.6% | $5,202+66.6% | $5,982+44.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |