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 | $404,532 | $133,958+202.0% | $112,228+260.5% | $134,475+200.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -13.96% | 47.11%-61.1pp | 27.45%-41.4pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,590 | $4,038-60.6% | $3,635-56.3% | $4,740-66.5% |
| Participant deferral / active EE | $8,764 | $5,291+65.7% | $4,728+85.4% | $6,400+36.9% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |