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 | $350,864 | $150,440+133.2% | $136,294+157.4% | $147,584+137.7% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 37.51% | 1049.08%-1011.6pp | 5155.94%-5118.4pp | 578.55%-541.0pp |
| Employer contribution / active EE | $3,177 | $5,256-39.6% | $4,695-32.3% | $4,876-34.8% |
| Participant deferral / active EE | $7,072 | $6,630+6.7% | $6,247+13.2% | $5,439+30.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |