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 | $345,253 | $202,318+70.6% | $172,739+99.9% | $152,861+125.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.40% | 1029.65%-1014.3pp | 802.84%-787.4pp | 345.32%-329.9pp |
| Employer contribution / active EE | $14,565 | $5,856+148.7% | $5,143+183.2% | $4,762+205.8% |
| Participant deferral / active EE | $4,388 | $5,948-26.2% | $5,198-15.6% | $5,850-25.0% |
| Admin fee / account holder | $135 | $17,109-99.2% | $13,954-99.0% | $11,596-98.8% |