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 | $281,892 | $197,591+42.7% | $177,821+58.5% | $158,922+77.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.86% | 58.76%-38.9pp | 48.32%-28.5pp | 302.83%-283.0pp |
| Employer contribution / active EE | $9,382 | $6,697+40.1% | $5,918+58.5% | $4,761+97.1% |
| Participant deferral / active EE | $14,729 | $8,405+75.2% | $7,714+90.9% | $5,982+146.2% |
| Admin fee / account holder | $22 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |