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 | $441,965 | $202,318+118.5% | $172,739+155.9% | $152,861+189.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.13% | 1029.65%-1001.5pp | 802.84%-774.7pp | 345.32%-317.2pp |
| Employer contribution / active EE | $7,412 | $5,856+26.6% | $5,143+44.1% | $4,762+55.6% |
| Participant deferral / active EE | $9,027 | $5,948+51.8% | $5,198+73.7% | $5,850+54.3% |
| Admin fee / account holder | $26 | $17,109-99.8% | $13,954-99.8% | $11,596-99.8% |