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 5-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 | $253,409 | $185,822+36.4% | $169,993+49.1% | $139,434+81.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.23% | 60.50%-48.3pp | 53.37%-41.1pp | 372.94%-360.7pp |
| Employer contribution / active EE | $13,308 | $7,590+75.3% | $6,785+96.1% | $4,751+180.1% |
| Participant deferral / active EE | $17,333 | $11,622+49.1% | $10,408+66.5% | $6,710+158.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |