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 9-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 | $268,742 | $167,484+60.5% | $151,611+77.3% | $134,475+99.8% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | -15.85% | 7.80%-23.6pp | 3.33%-19.2pp | 417.96%-433.8pp |
| Employer contribution / active EE | $4,158 | $6,829-39.1% | $6,166-32.6% | $4,740-12.3% |
| Participant deferral / active EE | $9,306 | $8,986+3.6% | $8,363+11.3% | $6,400+45.4% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |