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 | $572,801 | $133,958+327.6% | $112,228+410.4% | $134,475+326.0% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -16.19% | 47.11%-63.3pp | 27.45%-43.6pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,383 | $4,038-65.7% | $3,635-61.9% | $4,740-70.8% |
| Participant deferral / active EE | $4,118 | $5,291-22.2% | $4,728-12.9% | $6,400-35.7% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |