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 | $400,838 | $202,318+98.1% | $172,739+132.0% | $152,861+162.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 53.93% | 1029.65%-975.7pp | 802.84%-748.9pp | 345.32%-291.4pp |
| Employer contribution / active EE | $2,485 | $5,856-57.6% | $5,143-51.7% | $4,762-47.8% |
| Participant deferral / active EE | $10,652 | $5,948+79.1% | $5,198+104.9% | $5,850+82.1% |
| Admin fee / account holder | $259 | $17,109-98.5% | $13,954-98.1% | $11,596-97.8% |