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 | $279,274 | $201,272+38.8% | $184,203+51.6% | $145,922+91.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.79% | 29.00%-12.2pp | 28.81%-12.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $3,043 | $7,022-56.7% | $6,427-52.6% | $4,660-34.7% |
| Participant deferral / active EE | $17,626 | $9,806+79.7% | $9,131+93.0% | $6,688+163.6% |
| Admin fee / account holder | $139 | $16,364-99.1% | $13,901-99.0% | $13,397-99.0% |