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 | $261,179 | $161,352+61.9% | $134,172+94.7% | $137,256+90.3% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.5%+13.2pp | 80.0%+5.8pp |
| Annual return | 19.71% | 28.72%-9.0pp | 25.30%-5.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $9,368 | $4,099+128.6% | $3,420+173.9% | $4,156+125.4% |
| Participant deferral / active EE | $7,927 | $5,552+42.8% | $4,690+69.0% | $6,407+23.7% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |