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 4-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 | $313,097 | $214,378+46.0% | $200,582+56.1% | $142,382+119.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 26.30% | 46.41%-20.1pp | 42.33%-16.0pp | 217.08%-190.8pp |
| Employer contribution / active EE | $1,629 | $6,841-76.2% | $6,419-74.6% | $4,299-62.1% |
| Participant deferral / active EE | $9,458 | $9,865-4.1% | $9,331+1.4% | $6,507+45.3% |
| Admin fee / account holder | $203 | $17,692-98.9% | $16,305-98.8% | $12,624-98.4% |