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 | $274,022 | $171,865+59.4% | $149,718+83.0% | $147,584+85.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.07% | 2113.22%-2102.1pp | 1501.63%-1490.6pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,883 | $6,275-70.0% | $5,445-65.4% | $4,876-61.4% |
| Participant deferral / active EE | $3,693 | $7,271-49.2% | $6,569-43.8% | $5,439-32.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |