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 | $258,486 | $201,259+28.4% | $184,200+40.3% | $145,959+77.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.13% | 28.98%-16.9pp | 28.80%-16.7pp | 561.95%-549.8pp |
| Employer contribution / active EE | $8,313 | $7,018+18.5% | $6,424+29.4% | $4,661+78.4% |
| Participant deferral / active EE | $30,500 | $9,806+211.0% | $9,132+234.0% | $6,689+356.0% |
| Admin fee / account holder | $60 | $16,372-99.6% | $13,907-99.6% | $13,398-99.6% |