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 | $365,488 | $202,318+80.7% | $172,739+111.6% | $152,861+139.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.58% | 1029.65%-1011.1pp | 802.84%-784.3pp | 345.32%-326.7pp |
| Employer contribution / active EE | $3,117 | $5,856-46.8% | $5,143-39.4% | $4,762-34.5% |
| Participant deferral / active EE | $11,625 | $5,948+95.4% | $5,198+123.7% | $5,850+98.7% |
| Admin fee / account holder | $25 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |