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 | $285,253 | $202,318+41.0% | $172,739+65.1% | $152,861+86.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.58% | 1029.65%-1012.1pp | 802.84%-785.3pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,242 | $5,856-61.7% | $5,143-56.4% | $4,762-52.9% |
| Participant deferral / active EE | $13,008 | $5,948+118.7% | $5,198+150.3% | $5,850+122.4% |
| Admin fee / account holder | $232 | $17,109-98.6% | $13,954-98.3% | $11,596-98.0% |