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 | $565,906 | $202,318+179.7% | $172,739+227.6% | $152,861+270.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.28% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.0pp |
| Employer contribution / active EE | $8,490 | $5,856+45.0% | $5,143+65.1% | $4,762+78.3% |
| Participant deferral / active EE | $4,441 | $5,948-25.3% | $5,198-14.6% | $5,850-24.1% |
| Admin fee / account holder | $6 | $17,109-100.0% | $13,954-100.0% | $11,596-99.9% |