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 | $256,725 | $211,958+21.1% | $169,463+51.5% | $135,375+89.6% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -5.76% | 3.26%-9.0pp | 1.83%-7.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $5,402 | $5,120+5.5% | $4,159+29.9% | $4,779+13.0% |
| Participant deferral / active EE | $8,444 | $6,075+39.0% | $5,277+60.0% | $5,609+50.6% |
| Admin fee / account holder | $18 | $11,471-99.8% | $9,109-99.8% | $10,827-99.8% |