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 | $259,904 | $142,344+82.6% | $119,609+117.3% | $134,475+93.3% |
| Participation rate | 76.9% | 82.8%-5.9pp | 79.3%-2.3pp | 81.2%-4.3pp |
| Annual return | -5.97% | -12.44%+6.5pp | -14.97%+9.0pp | 417.96%-423.9pp |
| Employer contribution / active EE | $13,576 | $5,222+160.0% | $4,232+220.8% | $4,740+186.4% |
| Participant deferral / active EE | $8,308 | $6,469+28.4% | $5,602+48.3% | $6,400+29.8% |
| Admin fee / account holder | $10 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |