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 10-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 | $267,625 | $209,336+27.8% | $197,124+35.8% | $137,256+95.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.61% | 48.09%-34.5pp | 44.34%-30.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $7,595 | $6,591+15.2% | $6,227+22.0% | $4,156+82.8% |
| Participant deferral / active EE | $21,987 | $9,614+128.7% | $9,135+140.7% | $6,407+243.2% |
| Admin fee / account holder | $223 | $17,308-98.7% | $16,298-98.6% | $12,270-98.2% |