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 | $318,942 | $202,318+57.6% | $172,739+84.6% | $152,861+108.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.60% | 1029.65%-1011.0pp | 802.84%-784.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $6,150 | $5,856+5.0% | $5,143+19.6% | $4,762+29.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $97 | $17,109-99.4% | $13,954-99.3% | $11,596-99.2% |