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 3-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 | $530,484 | $214,378+147.5% | $200,582+164.5% | $142,382+272.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.97% | 46.41%-27.4pp | 42.33%-23.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $12,581 | $6,841+83.9% | $6,419+96.0% | $4,299+192.6% |
| Participant deferral / active EE | $10,850 | $9,865+10.0% | $9,331+16.3% | $6,507+66.7% |
| Admin fee / account holder | $274 | $17,692-98.5% | $16,305-98.3% | $12,624-97.8% |