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 | $281,452 | $167,307+68.2% | $143,757+95.8% | $134,475+109.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.89% | 0.46%-16.4pp | -0.04%-15.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $16,354 | $5,619+191.0% | $4,951+230.3% | $4,740+245.0% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $172 | $18,088-99.0% | $14,673-98.8% | $11,426-98.5% |