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 | $1,083,444 | $202,318+435.5% | $172,739+527.2% | $152,861+608.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 45.51% | 1029.65%-984.1pp | 802.84%-757.3pp | 345.32%-299.8pp |
| Employer contribution / active EE | $2,207 | $5,856-62.3% | $5,143-57.1% | $4,762-53.6% |
| Participant deferral / active EE | $8,783 | $5,948+47.7% | $5,198+69.0% | $5,850+50.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |