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 | $370,356 | $185,822+99.3% | $169,993+117.9% | $139,434+165.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.25% | 60.50%-47.2pp | 53.37%-40.1pp | 372.94%-359.7pp |
| Employer contribution / active EE | $16,313 | $7,590+114.9% | $6,785+140.4% | $4,751+243.4% |
| Participant deferral / active EE | $10,625 | $11,622-8.6% | $10,408+2.1% | $6,710+58.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |