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 | $465,679 | $214,378+117.2% | $200,582+132.2% | $142,382+227.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.74% | 46.41%-32.7pp | 42.33%-28.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $7,732 | $6,841+13.0% | $6,419+20.5% | $4,299+79.9% |
| Participant deferral / active EE | $17,447 | $9,865+76.9% | $9,331+87.0% | $6,507+168.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |