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 | $239,571+16.4% | $183,328+52.2% | $137,256+103.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 25.35% | 35.69%-10.3pp | 29.67%-4.3pp | 220.34%-195.0pp |
| Employer contribution / active EE | $9,206 | $6,148+49.7% | $5,055+82.1% | $4,156+121.5% |
| Participant deferral / active EE | $14,478 | $7,995+81.1% | $6,795+113.1% | $6,407+126.0% |
| Admin fee / account holder | $114 | $30,059-99.6% | $21,427-99.5% | $12,270-99.1% |