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 | $652,978 | $198,466+229.0% | $170,442+283.1% | $147,584+342.4% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 13.63% | 257.29%-243.7pp | 205.93%-192.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $9,642 | $6,184+55.9% | $5,433+77.5% | $4,876+97.7% |
| Participant deferral / active EE | $7,403 | $5,629+31.5% | $4,939+49.9% | $5,439+36.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |