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 | $487,878 | $152,509+219.9% | $117,472+315.3% | $134,475+262.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.08% | 52.99%-69.1pp | 29.74%-45.8pp | 417.96%-434.0pp |
| Employer contribution / active EE | $23,061 | $5,571+314.0% | $4,176+452.2% | $4,740+386.6% |
| Participant deferral / active EE | $6,833 | $4,818+41.8% | $4,070+67.9% | $6,400+6.8% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |