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 | $307,120 | $201,272+52.6% | $184,203+66.7% | $145,922+110.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 35.55% | 29.00%+6.5pp | 28.81%+6.7pp | 561.29%-525.7pp |
| Employer contribution / active EE | $13,313 | $7,022+89.6% | $6,427+107.1% | $4,660+185.7% |
| Participant deferral / active EE | $16,968 | $9,806+73.0% | $9,131+85.8% | $6,688+153.7% |
| Admin fee / account holder | $61 | $16,364-99.6% | $13,901-99.6% | $13,397-99.5% |