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 | $201,259+34.7% | $184,200+47.2% | $145,959+85.8% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 10.05% | 28.98%-18.9pp | 28.80%-18.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $8,639 | $7,018+23.1% | $6,424+34.5% | $4,661+85.4% |
| Participant deferral / active EE | $6,105 | $9,806-37.7% | $9,132-33.1% | $6,689-8.7% |
| Admin fee / account holder | $88 | $16,372-99.5% | $13,907-99.4% | $13,398-99.3% |