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 | $255,835 | $209,832+21.9% | $189,513+35.0% | $167,490+52.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.95% | 748.27%-728.3pp | 555.15%-535.2pp | 478.56%-458.6pp |
| Employer contribution / active EE | $6,327 | $6,914-8.5% | $6,162+2.7% | $4,837+30.8% |
| Participant deferral / active EE | $7,429 | $8,935-16.9% | $8,221-9.6% | $6,341+17.1% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |