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 | $277,716 | $214,378+29.5% | $200,582+38.5% | $142,382+95.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.24% | 46.41%-29.2pp | 42.33%-25.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,765 | $6,841-45.0% | $6,419-41.3% | $4,299-12.4% |
| Participant deferral / active EE | $14,813 | $9,865+50.2% | $9,331+58.7% | $6,507+127.6% |
| Admin fee / account holder | $264 | $17,692-98.5% | $16,305-98.4% | $12,624-97.9% |