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 | $301,412 | $183,963+63.8% | $162,163+85.9% | $152,861+97.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.18% | 150.76%-130.6pp | 115.59%-95.4pp | 345.32%-325.1pp |
| Employer contribution / active EE | $3,735 | $6,371-41.4% | $5,614-33.5% | $4,762-21.6% |
| Participant deferral / active EE | $8,333 | $8,034+3.7% | $7,298+14.2% | $5,850+42.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |