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 | $283,365 | $214,378+32.2% | $200,582+41.3% | $142,382+99.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.43% | 46.41%-28.0pp | 42.33%-23.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $7,167 | $6,841+4.8% | $6,419+11.6% | $4,299+66.7% |
| Participant deferral / active EE | $19,423 | $9,865+96.9% | $9,331+108.2% | $6,507+198.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |