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 | $327,520 | $167,307+95.8% | $143,757+127.8% | $134,475+143.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.70% | 0.46%-3.2pp | -0.04%-2.7pp | 417.96%-420.7pp |
| Employer contribution / active EE | $3,749 | $5,619-33.3% | $4,951-24.3% | $4,740-20.9% |
| Participant deferral / active EE | $6,000 | $6,446-6.9% | $5,637+6.4% | $6,400-6.2% |
| Admin fee / account holder | $243 | $18,088-98.7% | $14,673-98.3% | $11,426-97.9% |