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 | $285,694 | $209,336+36.5% | $197,124+44.9% | $137,256+108.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.66% | 48.09%-32.4pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,004 | $6,591-69.6% | $6,227-67.8% | $4,156-51.8% |
| Participant deferral / active EE | $8,095 | $9,614-15.8% | $9,135-11.4% | $6,407+26.4% |
| Admin fee / account holder | $124 | $17,308-99.3% | $16,298-99.2% | $12,270-99.0% |