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 | $311,424 | $92,703+235.9% | $82,719+276.5% | $134,475+131.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.75% | 944.92%-952.7pp | 701.18%-708.9pp | 417.96%-425.7pp |
| Employer contribution / active EE | $6,600 | $3,274+101.6% | $3,009+119.3% | $4,740+39.3% |
| Participant deferral / active EE | $18,000 | $4,802+274.8% | $4,395+309.6% | $6,400+181.3% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |