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 | $427,071 | $171,865+148.5% | $149,718+185.3% | $147,584+189.4% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 19.80% | 2113.22%-2093.4pp | 1501.63%-1481.8pp | 578.55%-558.7pp |
| Employer contribution / active EE | $16,014 | $6,275+155.2% | $5,445+194.1% | $4,876+228.4% |
| Participant deferral / active EE | $17,105 | $7,271+135.3% | $6,569+160.4% | $5,439+214.5% |
| Admin fee / account holder | $121 | $13,799-99.1% | $11,283-98.9% | $10,885-98.9% |