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 | $326,685 | $138,044+136.7% | $125,339+160.6% | $134,475+142.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.52% | 750.33%-754.8pp | 572.05%-576.6pp | 417.96%-422.5pp |
| Employer contribution / active EE | $7,571 | $5,243+44.4% | $4,814+57.3% | $4,740+59.7% |
| Participant deferral / active EE | $15,833 | $7,799+103.0% | $7,446+112.6% | $6,400+147.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |