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 | $947,345 | $202,318+368.2% | $172,739+448.4% | $152,861+519.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 69.43% | 1029.65%-960.2pp | 802.84%-733.4pp | 345.32%-275.9pp |
| Employer contribution / active EE | $8,540 | $5,856+45.8% | $5,143+66.1% | $4,762+79.3% |
| Participant deferral / active EE | $3,325 | $5,948-44.1% | $5,198-36.0% | $5,850-43.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |