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 | $250,620 | $202,318+23.9% | $172,739+45.1% | $152,861+64.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.08% | 1029.65%-1005.6pp | 802.84%-778.8pp | 345.32%-321.2pp |
| Employer contribution / active EE | $7,554 | $5,856+29.0% | $5,143+46.9% | $4,762+58.6% |
| Participant deferral / active EE | $11,079 | $5,948+86.3% | $5,198+113.2% | $5,850+89.4% |
| Admin fee / account holder | $151 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |