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 4-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 | $314,158 | $179,726+74.8% | $156,263+101.0% | $142,382+120.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.38% | 77.86%-61.5pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $11,737 | $5,069+131.5% | $4,333+170.9% | $4,299+173.0% |
| Participant deferral / active EE | $17,500 | $6,956+151.6% | $6,158+184.2% | $6,507+168.9% |
| Admin fee / account holder | $18 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |