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 7-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 | $422,940 | $138,044+206.4% | $125,339+237.4% | $134,475+214.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.32% | 750.33%-751.6pp | 572.05%-573.4pp | 417.96%-419.3pp |
| Employer contribution / active EE | $1,252 | $5,243-76.1% | $4,814-74.0% | $4,740-73.6% |
| Participant deferral / active EE | $12,694 | $7,799+62.8% | $7,446+70.5% | $6,400+98.4% |
| Admin fee / account holder | $3 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |