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 3-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 | $320,467 | $99,640+221.6% | $86,436+270.8% | $134,475+138.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.88% | 6782.58%-6799.5pp | 4394.89%-4411.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,937 | $4,400-33.3% | $3,769-22.1% | $4,740-38.0% |
| Participant deferral / active EE | $23,750 | $7,246+227.8% | $6,952+241.6% | $6,400+271.1% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |