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 9-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 | $257,919 | $183,519+40.5% | $155,509+65.9% | $145,922+76.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.96% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.3pp |
| Employer contribution / active EE | $8,925 | $5,313+68.0% | $4,672+91.0% | $4,660+91.5% |
| Participant deferral / active EE | $11,396 | $6,462+76.3% | $5,626+102.6% | $6,688+70.4% |
| Admin fee / account holder | $48 | $19,313-99.8% | $15,912-99.7% | $13,397-99.6% |