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 | $271,161 | $201,272+34.7% | $184,203+47.2% | $145,922+85.8% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 10.05% | 29.00%-19.0pp | 28.81%-18.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $8,639 | $7,022+23.0% | $6,427+34.4% | $4,660+85.4% |
| Participant deferral / active EE | $6,105 | $9,806-37.7% | $9,131-33.1% | $6,688-8.7% |
| Admin fee / account holder | $88 | $16,364-99.5% | $13,901-99.4% | $13,397-99.3% |