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 8-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 | $278,962 | $238,490+17.0% | $180,183+54.8% | $142,382+95.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 25.35% | 33.56%-8.2pp | 27.86%-2.5pp | 217.08%-191.7pp |
| Employer contribution / active EE | $9,206 | $6,143+49.9% | $5,039+82.7% | $4,299+114.1% |
| Participant deferral / active EE | $14,478 | $7,996+81.1% | $6,822+112.2% | $6,507+122.5% |
| Admin fee / account holder | $114 | $28,866-99.6% | $19,975-99.4% | $12,624-99.1% |