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 | $320,353 | $214,378+49.4% | $200,582+59.7% | $142,382+125.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.62% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $8,971 | $6,841+31.1% | $6,419+39.8% | $4,299+108.7% |
| Participant deferral / active EE | $14,081 | $9,865+42.7% | $9,331+50.9% | $6,507+116.4% |
| Admin fee / account holder | $273 | $17,692-98.5% | $16,305-98.3% | $12,624-97.8% |