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 | $663,342 | $167,307+296.5% | $143,757+361.4% | $134,475+393.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -18.44% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $8,875 | $5,619+57.9% | $4,951+79.3% | $4,740+87.2% |
| Participant deferral / active EE | $8,108 | $6,446+25.8% | $5,637+43.8% | $6,400+26.7% |
| Admin fee / account holder | $190 | $18,088-99.0% | $14,673-98.7% | $11,426-98.3% |