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 | $348,307 | $209,832+66.0% | $189,513+83.8% | $167,490+108.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.89% | 748.27%-737.4pp | 555.15%-544.3pp | 478.56%-467.7pp |
| Employer contribution / active EE | $9,369 | $6,914+35.5% | $6,162+52.1% | $4,837+93.7% |
| Participant deferral / active EE | $11,093 | $8,935+24.2% | $8,221+34.9% | $6,341+74.9% |
| Admin fee / account holder | $87 | $14,293-99.4% | $12,045-99.3% | $12,309-99.3% |