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 | $353,312 | $202,318+74.6% | $172,739+104.5% | $152,861+131.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.49% | 1029.65%-1008.2pp | 802.84%-781.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $3,107 | $5,856-46.9% | $5,143-39.6% | $4,762-34.8% |
| Participant deferral / active EE | $8,673 | $5,948+45.8% | $5,198+66.9% | $5,850+48.2% |
| Admin fee / account holder | $267 | $17,109-98.4% | $13,954-98.1% | $11,596-97.7% |