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 6-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 | $257,842 | $185,822+38.8% | $169,993+51.7% | $139,434+84.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.78% | 60.50%-47.7pp | 53.37%-40.6pp | 372.94%-360.2pp |
| Employer contribution / active EE | $6,838 | $7,590-9.9% | $6,785+0.8% | $4,751+43.9% |
| Participant deferral / active EE | $17,880 | $11,622+53.8% | $10,408+71.8% | $6,710+166.5% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |