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 | $265,918 | $202,318+31.4% | $172,739+53.9% | $152,861+74.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.00% | 1029.65%-1001.6pp | 802.84%-774.8pp | 345.32%-317.3pp |
| Employer contribution / active EE | $7,826 | $5,856+33.6% | $5,143+52.2% | $4,762+64.3% |
| Participant deferral / active EE | $5,905 | $5,948-0.7% | $5,198+13.6% | $5,850+0.9% |
| Admin fee / account holder | $261 | $17,109-98.5% | $13,954-98.1% | $11,596-97.8% |