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 7-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 | $258,108 | $176,812+46.0% | $146,665+76.0% | $167,490+54.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.63% | 24.03%-7.4pp | 22.74%-6.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $6,688 | $5,160+29.6% | $4,136+61.7% | $4,837+38.2% |
| Participant deferral / active EE | $19,500 | $6,440+202.8% | $5,506+254.2% | $6,341+207.5% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |