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 | $332,917 | $81,900+306.5% | $119,609+178.3% | $68,494+386.1% |
| Participation rate | 90.0% | 71.9%+18.1pp | 79.3%+10.7pp | 67.9%+22.1pp |
| Annual return | -13.74% | -23.82%+10.1pp | -14.97%+1.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $4,462 | $2,693+65.7% | $4,232+5.4% | $2,596+71.9% |
| Participant deferral / active EE | $9,673 | $4,148+133.2% | $5,602+72.7% | $4,027+140.2% |
| Admin fee / account holder | $144 | $6,582-97.8% | $10,323-98.6% | $5,403-97.3% |