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 | $465,798 | $167,307+178.4% | $143,757+224.0% | $134,475+246.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -15.89% | 0.46%-16.4pp | -0.04%-15.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,998 | $5,619-64.4% | $4,951-59.6% | $4,740-57.8% |
| Participant deferral / active EE | $17,013 | $6,446+163.9% | $5,637+201.8% | $6,400+165.8% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |