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 | $333,176 | $198,466+67.9% | $170,442+95.5% | $147,584+125.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.63% | 257.29%-237.7pp | 205.93%-186.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,331 | $6,184-62.3% | $5,433-57.1% | $4,876-52.2% |
| Participant deferral / active EE | $8,411 | $5,629+49.4% | $4,939+70.3% | $5,439+54.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |