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 7-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 | $264,248 | $214,378+23.3% | $200,582+31.7% | $142,382+85.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.55% | 46.41%-26.9pp | 42.33%-22.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $8,063 | $6,841+17.9% | $6,419+25.6% | $4,299+87.6% |
| Participant deferral / active EE | $16,361 | $9,865+65.9% | $9,331+75.3% | $6,507+151.4% |
| Admin fee / account holder | $279 | $17,692-98.4% | $16,305-98.3% | $12,624-97.8% |