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 | $300,271 | $138,065+117.5% | $123,544+143.0% | $135,375+121.8% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.39% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $7,045 | $5,151+36.8% | $4,628+52.2% | $4,779+47.4% |
| Participant deferral / active EE | $3,981 | $6,799-41.4% | $6,426-38.0% | $5,609-29.0% |
| Admin fee / account holder | $1 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |