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 | $381,597 | $167,307+128.1% | $143,757+165.4% | $134,475+183.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.48% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,602 | $5,619-71.5% | $4,951-67.6% | $4,740-66.2% |
| Participant deferral / active EE | $9,960 | $6,446+54.5% | $5,637+76.7% | $6,400+55.6% |
| Admin fee / account holder | $3 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |