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 | $344,443 | $198,466+73.6% | $170,442+102.1% | $147,584+133.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.41% | 257.29%-235.9pp | 205.93%-184.5pp | 578.55%-557.1pp |
| Employer contribution / active EE | $2,419 | $6,184-60.9% | $5,433-55.5% | $4,876-50.4% |
| Participant deferral / active EE | $10,851 | $5,629+92.7% | $4,939+119.7% | $5,439+99.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |