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 | $698,576 | $105,860+559.9% | $90,749+669.8% | $134,475+419.5% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.7%+15.2pp | 81.2%+9.7pp |
| Annual return | -17.13% | -11.01%-6.1pp | -12.16%-5.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,152 | $3,462-37.8% | $2,921-26.3% | $4,740-54.6% |
| Participant deferral / active EE | $6,023 | $5,216+15.5% | $4,564+32.0% | $6,400-5.9% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |