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 | $296,681 | $73,867+301.6% | $143,757+106.4% | $68,494+333.1% |
| Participation rate | 96.0% | 66.7%+29.3pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -15.50% | 1.01%-16.5pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $7,121 | $3,184+123.6% | $4,951+43.8% | $2,596+174.3% |
| Participant deferral / active EE | $8,213 | $3,384+142.7% | $5,637+45.7% | $4,027+103.9% |
| Admin fee / account holder | $202 | $5,755-96.5% | $14,673-98.6% | $5,403-96.3% |