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 | $298,254 | $171,865+73.5% | $149,718+99.2% | $147,584+102.1% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 19.31% | 2113.22%-2093.9pp | 1501.63%-1482.3pp | 578.55%-559.2pp |
| Employer contribution / active EE | $3,489 | $6,275-44.4% | $5,445-35.9% | $4,876-28.4% |
| Participant deferral / active EE | $8,281 | $7,271+13.9% | $6,569+26.1% | $5,439+52.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |