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 | $452,826 | $202,318+123.8% | $172,739+162.1% | $152,861+196.2% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 17.20% | 1029.65%-1012.5pp | 802.84%-785.6pp | 345.32%-328.1pp |
| Employer contribution / active EE | $10,936 | $5,856+86.7% | $5,143+112.6% | $4,762+129.6% |
| Participant deferral / active EE | $9,130 | $5,948+53.5% | $5,198+75.7% | $5,850+56.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |