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 | $330,357 | $127,386+159.3% | $115,037+187.2% | $125,391+163.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.40% | 31.28%-31.7pp | 26.14%-26.5pp | 282.22%-282.6pp |
| Employer contribution / active EE | $8,429 | $5,166+63.2% | $4,608+82.9% | $4,866+73.2% |
| Participant deferral / active EE | $6,246 | $6,423-2.8% | $6,026+3.6% | $5,352+16.7% |
| Admin fee / account holder | $216 | $9,516-97.7% | $8,175-97.4% | $9,540-97.7% |