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 | $263,094 | $167,307+57.3% | $143,757+83.0% | $134,475+95.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -14.49% | 0.46%-15.0pp | -0.04%-14.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,643 | $5,619-53.0% | $4,951-46.6% | $4,740-44.2% |
| Participant deferral / active EE | $8,081 | $6,446+25.4% | $5,637+43.4% | $6,400+26.3% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |