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 | $451,004 | $167,307+169.6% | $143,757+213.7% | $134,475+235.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -18.85% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,648 | $5,619-35.1% | $4,951-26.3% | $4,740-23.0% |
| Participant deferral / active EE | $8,620 | $6,446+33.7% | $5,637+52.9% | $6,400+34.7% |
| Admin fee / account holder | $93 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |