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 | $470,518 | $202,318+132.6% | $172,739+172.4% | $152,861+207.8% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 21.84% | 1029.65%-1007.8pp | 802.84%-781.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $26,030 | $5,856+344.5% | $5,143+406.1% | $4,762+446.6% |
| Participant deferral / active EE | $6,455 | $5,948+8.5% | $5,198+24.2% | $5,850+10.3% |
| Admin fee / account holder | $201 | $17,109-98.8% | $13,954-98.6% | $11,596-98.3% |