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 | $664,927 | $202,318+228.7% | $172,739+284.9% | $152,861+335.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 169.01% | 1029.65%-860.6pp | 802.84%-633.8pp | 345.32%-176.3pp |
| Employer contribution / active EE | $10,000 | $5,856+70.8% | $5,143+94.4% | $4,762+110.0% |
| Participant deferral / active EE | $13,800 | $5,948+132.0% | $5,198+165.5% | $5,850+135.9% |
| Admin fee / account holder | $177 | $17,109-99.0% | $13,954-98.7% | $11,596-98.5% |