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 | $465,677 | $138,065+237.3% | $123,544+276.9% | $135,375+244.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.38% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $25,087 | $5,151+387.0% | $4,628+442.1% | $4,779+425.0% |
| Participant deferral / active EE | $12,920 | $6,799+90.0% | $6,426+101.1% | $5,609+130.4% |
| Admin fee / account holder | $291 | $10,916-97.3% | $9,284-96.9% | $10,827-97.3% |