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 | $328,395 | $160,055+105.2% | $140,016+134.5% | $135,375+142.6% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -6.36% | 911.38%-917.7pp | 651.12%-657.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,518 | $7,642-14.7% | $6,927-5.9% | $5,609+16.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |