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 | $410,344 | $135,635+202.5% | $110,238+272.2% | $135,375+203.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.41% | 513.19%-521.6pp | 314.74%-323.2pp | 519.73%-528.1pp |
| Employer contribution / active EE | $4,192 | $4,906-14.6% | $3,826+9.6% | $4,779-12.3% |
| Participant deferral / active EE | $21,833 | $5,506+296.5% | $4,672+367.3% | $5,609+289.3% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |