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 | $437,957 | $97,881+347.4% | $80,004+447.4% | $125,391+249.3% |
| Participation rate | 70.0% | 77.9%-7.9pp | 73.0%-3.0pp | 83.2%-13.2pp |
| Annual return | -0.24% | 9.36%-9.6pp | 7.63%-7.9pp | 282.22%-282.5pp |
| Employer contribution / active EE | $6,861 | $3,128+119.4% | $2,473+177.5% | $4,866+41.0% |
| Participant deferral / active EE | $3,776 | $3,744+0.8% | $3,204+17.9% | $5,352-29.4% |
| Admin fee / account holder | $33 | $6,278-99.5% | $5,033-99.3% | $9,540-99.7% |