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 8-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 | $411,345 | $147,167+179.5% | $111,392+269.3% | $135,375+203.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -5.05% | -4.44%-0.6pp | -2.06%-3.0pp | 519.73%-524.8pp |
| Employer contribution / active EE | $7,846 | $5,204+50.8% | $4,328+81.3% | $4,779+64.2% |
| Participant deferral / active EE | $12,250 | $6,565+86.6% | $5,567+120.0% | $5,609+118.4% |
| Admin fee / account holder | $48 | $20,270-99.8% | $12,266-99.6% | $10,827-99.6% |