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 | $251,064 | $177,572+41.4% | $154,803+62.2% | $142,382+76.3% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 14.78% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $7,000 | $4,810+45.5% | $4,305+62.6% | $4,299+62.8% |
| Participant deferral / active EE | $6,800 | $6,272+8.4% | $5,540+22.7% | $6,507+4.5% |
| Admin fee / account holder | $156 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |