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 8-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 | $315,297 | $135,635+132.5% | $110,238+186.0% | $135,375+132.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.65% | 513.19%-518.8pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $5,778 | $4,906+17.8% | $3,826+51.0% | $4,779+20.9% |
| Participant deferral / active EE | $13,669 | $5,506+148.2% | $4,672+192.6% | $5,609+143.7% |
| Admin fee / account holder | -$4 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |