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 | $352,432 | $138,065+155.3% | $123,544+185.3% | $135,375+160.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.01% | 153.68%-154.7pp | 119.20%-120.2pp | 519.73%-520.7pp |
| Employer contribution / active EE | $6,167 | $5,151+19.7% | $4,628+33.3% | $4,779+29.0% |
| Participant deferral / active EE | $10,281 | $6,799+51.2% | $6,426+60.0% | $5,609+83.3% |
| Admin fee / account holder | $133 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |