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 3-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 | $285,901 | $48,265+492.4% | $68,791+315.6% | $68,494+317.4% |
| Participation rate | 96.7% | 60.7%+36.0pp | 69.0%+27.6pp | 67.9%+28.8pp |
| Annual return | 0.00% | -12.71%+12.7pp | -6.38%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $786 | $1,829-57.0% | $2,655-70.4% | $2,596-69.7% |
| Participant deferral / active EE | $1,321 | $2,867-53.9% | $3,941-66.5% | $4,027-67.2% |
| Admin fee / account holder | $41 | $4,355-99.1% | $4,932-99.2% | $5,403-99.2% |