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 | $385,181 | $214,378+79.7% | $200,582+92.0% | $142,382+170.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 61.04% | 46.41%+14.6pp | 42.33%+18.7pp | 217.08%-156.0pp |
| Employer contribution / active EE | $4,847 | $6,841-29.1% | $6,419-24.5% | $4,299+12.8% |
| Participant deferral / active EE | $11,750 | $9,865+19.1% | $9,331+25.9% | $6,507+80.6% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |