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 | $294,547 | $93,024+216.6% | $77,024+282.4% | $134,475+119.0% |
| Participation rate | 86.7% | 74.5%+12.2pp | 67.9%+18.8pp | 81.2%+5.4pp |
| Annual return | -18.70% | 62.60%-81.3pp | 42.32%-61.0pp | 417.96%-436.7pp |
| Employer contribution / active EE | $5,242 | $3,418+53.4% | $2,812+86.4% | $4,740+10.6% |
| Participant deferral / active EE | $4,921 | $5,238-6.0% | $4,426+11.2% | $6,400-23.1% |
| Admin fee / account holder | $150 | $6,944-97.8% | $5,425-97.2% | $11,426-98.7% |