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 | $317,481 | $214,378+48.1% | $200,582+58.3% | $142,382+123.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.83% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $18,725 | $6,841+173.7% | $6,419+191.7% | $4,299+335.6% |
| Participant deferral / active EE | $19,721 | $9,865+99.9% | $9,331+111.3% | $6,507+203.1% |
| Admin fee / account holder | $223 | $17,692-98.7% | $16,305-98.6% | $12,624-98.2% |