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 | $312,626 | $150,440+107.8% | $136,294+129.4% | $147,584+111.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 23.13% | 1049.08%-1026.0pp | 5155.94%-5132.8pp | 578.55%-555.4pp |
| Employer contribution / active EE | $3,959 | $5,256-24.7% | $4,695-15.7% | $4,876-18.8% |
| Participant deferral / active EE | $11,112 | $6,630+67.6% | $6,247+77.9% | $5,439+104.3% |
| Admin fee / account holder | $131 | $10,905-98.8% | $9,243-98.6% | $10,885-98.8% |