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 | $295,838 | $142,344+107.8% | $119,609+147.3% | $134,475+120.0% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -13.73% | -12.44%-1.3pp | -14.97%+1.2pp | 417.96%-431.7pp |
| Employer contribution / active EE | $10,147 | $5,222+94.3% | $4,232+139.8% | $4,740+114.1% |
| Participant deferral / active EE | $10,807 | $6,469+67.1% | $5,602+92.9% | $6,400+68.9% |
| Admin fee / account holder | $35 | $13,584-99.7% | $10,323-99.7% | $11,426-99.7% |