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 | $269,710 | $171,865+56.9% | $149,718+80.1% | $147,584+82.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.40% | 2113.22%-2096.8pp | 1501.63%-1485.2pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,544 | $6,275-59.5% | $5,445-53.3% | $4,876-47.8% |
| Participant deferral / active EE | $6,999 | $7,271-3.7% | $6,569+6.5% | $5,439+28.7% |
| Admin fee / account holder | $91 | $13,799-99.3% | $11,283-99.2% | $10,885-99.2% |