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 | $264,278 | $59,805+341.9% | $79,550+232.2% | $68,494+285.8% |
| Participation rate | 74.2% | 61.1%+13.1pp | 69.5%+4.7pp | 67.9%+6.3pp |
| Annual return | -13.06% | -12.30%-0.8pp | 0.16%-13.2pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,049 | $1,505-30.3% | $2,413-56.5% | $2,596-59.6% |
| Participant deferral / active EE | $5,764 | $3,024+90.6% | $3,985+44.6% | $4,027+43.1% |
| Admin fee / account holder | $99 | $4,835-98.0% | $6,832-98.6% | $5,403-98.2% |