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 | $276,574 | $92,222+199.9% | $76,768+260.3% | $135,375+104.3% |
| Participation rate | 78.6% | 79.8%-1.2pp | 77.0%+1.6pp | 82.6%-4.1pp |
| Annual return | -5.32% | 5.46%-10.8pp | 2.43%-7.7pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,170 | $3,216-1.4% | $2,485+27.6% | $4,779-33.7% |
| Participant deferral / active EE | $10,233 | $4,509+127.0% | $3,852+165.7% | $5,609+82.4% |
| Admin fee / account holder | $3 | $10,748-100.0% | $6,675-99.9% | $10,827-100.0% |