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 10-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 | $328,035 | $209,336+56.7% | $197,124+66.4% | $137,256+139.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.78% | 48.09%-28.3pp | 44.34%-24.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $6,326 | $6,591-4.0% | $6,227+1.6% | $4,156+52.2% |
| Participant deferral / active EE | $15,462 | $9,614+60.8% | $9,135+69.3% | $6,407+141.3% |
| Admin fee / account holder | $92 | $17,308-99.5% | $16,298-99.4% | $12,270-99.3% |