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 6-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 | $260,175 | $227,553+14.3% | $189,557+37.3% | $167,490+55.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 32.58% | 78.40%-45.8pp | 64.17%-31.6pp | 478.56%-446.0pp |
| Employer contribution / active EE | $4,500 | $5,316-15.4% | $4,412+2.0% | $4,837-7.0% |
| Participant deferral / active EE | $13,000 | $7,002+85.7% | $6,174+110.6% | $6,341+105.0% |
| Admin fee / account holder | $88 | $11,878-99.3% | $9,807-99.1% | $12,309-99.3% |