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 9-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 | $298,778 | $167,307+78.6% | $143,757+107.8% | $134,475+122.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 196.27% | 0.46%+195.8pp | -0.04%+196.3pp | 417.96%-221.7pp |
| Employer contribution / active EE | $8,632 | $5,619+53.6% | $4,951+74.4% | $4,740+82.1% |
| Participant deferral / active EE | $9,147 | $6,446+41.9% | $5,637+62.3% | $6,400+42.9% |
| Admin fee / account holder | $160 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |