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 8-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 | $346,158 | $185,822+86.3% | $169,993+103.6% | $139,434+148.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.70% | 60.50%-36.8pp | 53.37%-29.7pp | 372.94%-349.2pp |
| Employer contribution / active EE | $15,365 | $7,590+102.4% | $6,785+126.4% | $4,751+223.4% |
| Participant deferral / active EE | $30,000 | $11,622+158.1% | $10,408+188.3% | $6,710+347.1% |
| Admin fee / account holder | $272 | $15,381-98.2% | $12,815-97.9% | $11,403-97.6% |