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 | $382,762 | $84,695+351.9% | $73,843+418.3% | $125,391+205.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.22% | 3123.53%-3124.7pp | 2267.84%-2269.1pp | 282.22%-283.4pp |
| Employer contribution / active EE | $3,129 | $3,123+0.2% | $2,787+12.3% | $4,866-35.7% |
| Participant deferral / active EE | $22,625 | $3,992+466.7% | $3,583+531.4% | $5,352+322.8% |
| Admin fee / account holder | $224 | $5,691-96.1% | $4,880-95.4% | $9,540-97.7% |