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 5-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 | $339,572 | $106,543+218.7% | $91,220+272.3% | $134,475+152.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.42% | 160.60%-175.0pp | 114.01%-128.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $22,026 | $3,331+561.3% | $2,850+672.8% | $4,740+364.7% |
| Participant deferral / active EE | $13,500 | $4,719+186.1% | $4,234+218.9% | $6,400+110.9% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |