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 | $273,374 | $159,901+71.0% | $146,958+86.0% | $145,922+87.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 47.34% | 98.13%-50.8pp | 418.34%-371.0pp | 561.29%-513.9pp |
| Employer contribution / active EE | $3,291 | $5,286-37.7% | $4,933-33.3% | $4,660-29.4% |
| Participant deferral / active EE | $5,733 | $8,428-32.0% | $8,070-29.0% | $6,688-14.3% |
| Admin fee / account holder | $292 | $15,044-98.1% | $12,998-97.8% | $13,397-97.8% |