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 | $450,441 | $198,466+127.0% | $170,442+164.3% | $147,584+205.2% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 283.22% | 257.29%+25.9pp | 205.93%+77.3pp | 578.55%-295.3pp |
| Employer contribution / active EE | $17,779 | $6,184+187.5% | $5,433+227.3% | $4,876+264.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $267 | $16,852-98.4% | $13,880-98.1% | $10,885-97.5% |