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 | $262,992 | $81,900+221.1% | $119,609+119.9% | $68,494+284.0% |
| Participation rate | 96.2% | 71.9%+24.3pp | 79.3%+16.9pp | 67.9%+28.3pp |
| Annual return | -13.88% | -23.82%+9.9pp | -14.97%+1.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,721 | $2,693+1.0% | $4,232-35.7% | $2,596+4.8% |
| Participant deferral / active EE | $8,533 | $4,148+105.7% | $5,602+52.3% | $4,027+111.9% |
| Admin fee / account holder | $0 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |