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 5-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 | $262,455 | $201,272+30.4% | $184,203+42.5% | $145,922+79.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.83% | 29.00%-4.2pp | 28.81%-4.0pp | 561.29%-536.5pp |
| Employer contribution / active EE | $2,855 | $7,022-59.3% | $6,427-55.6% | $4,660-38.7% |
| Participant deferral / active EE | $13,578 | $9,806+38.5% | $9,131+48.7% | $6,688+103.0% |
| Admin fee / account holder | $276 | $16,364-98.3% | $13,901-98.0% | $13,397-97.9% |