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 | $274,874 | $202,318+35.9% | $172,739+59.1% | $152,861+79.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.49% | 1029.65%-1004.2pp | 802.84%-777.3pp | 345.32%-319.8pp |
| Employer contribution / active EE | $8,326 | $5,856+42.2% | $5,143+61.9% | $4,762+74.8% |
| Participant deferral / active EE | $6,902 | $5,948+16.0% | $5,198+32.8% | $5,850+18.0% |
| Admin fee / account holder | $195 | $17,109-98.9% | $13,954-98.6% | $11,596-98.3% |