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 | $214,378+33.3% | $200,582+42.4% | $142,382+100.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.66% | 46.41%-30.7pp | 42.33%-26.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,004 | $6,841-70.7% | $6,419-68.8% | $4,299-53.4% |
| Participant deferral / active EE | $8,095 | $9,865-17.9% | $9,331-13.2% | $6,507+24.4% |
| Admin fee / account holder | $124 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |