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 | $308,375 | $168,632+82.9% | $147,614+108.9% | $125,391+145.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2678.24% | 77.65%+2600.6pp | 61.98%+2616.3pp | 282.22%+2396.0pp |
| Employer contribution / active EE | $1,785 | $6,252-71.5% | $5,564-67.9% | $4,866-63.3% |
| Participant deferral / active EE | $5,333 | $5,507-3.2% | $4,895+8.9% | $5,352-0.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |