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 | $274,130 | $202,318+35.5% | $172,739+58.7% | $152,861+79.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 25.49% | 1029.65%-1004.2pp | 802.84%-777.4pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,515 | $5,856-74.1% | $5,143-70.5% | $4,762-68.2% |
| Participant deferral / active EE | $9,256 | $5,948+55.6% | $5,198+78.1% | $5,850+58.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |