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 | $292,780 | $209,411+39.8% | $178,490+64.0% | $158,922+84.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 45.24% | 188.75%-143.5pp | 151.07%-105.8pp | 302.83%-257.6pp |
| Employer contribution / active EE | $6,885 | $5,706+20.7% | $5,011+37.4% | $4,761+44.6% |
| Participant deferral / active EE | $4,154 | $5,954-30.2% | $5,202-20.1% | $5,982-30.6% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |