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 | $252,695 | $214,378+17.9% | $200,582+26.0% | $142,382+77.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.19% | 46.41%-23.2pp | 42.33%-19.1pp | 217.08%-193.9pp |
| Employer contribution / active EE | $16,217 | $6,841+137.0% | $6,419+152.6% | $4,299+277.2% |
| Participant deferral / active EE | $14,414 | $9,865+46.1% | $9,331+54.5% | $6,507+121.5% |
| Admin fee / account holder | $123 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |