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 | $338,676 | $167,307+102.4% | $143,757+135.6% | $134,475+151.9% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -7.54% | 0.46%-8.0pp | -0.04%-7.5pp | 417.96%-425.5pp |
| Employer contribution / active EE | $1,301 | $5,619-76.8% | $4,951-73.7% | $4,740-72.6% |
| Participant deferral / active EE | $8,868 | $6,446+37.6% | $5,637+57.3% | $6,400+38.6% |
| Admin fee / account holder | $266 | $18,088-98.5% | $14,673-98.2% | $11,426-97.7% |