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 | $372,145 | $202,318+83.9% | $172,739+115.4% | $152,861+143.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.04% | 1029.65%-1003.6pp | 802.84%-776.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $3,547 | $5,856-39.4% | $5,143-31.0% | $4,762-25.5% |
| Participant deferral / active EE | $6,653 | $5,948+11.9% | $5,198+28.0% | $5,850+13.7% |
| Admin fee / account holder | $13 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |