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 6-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 | $479,997 | $82,286+483.3% | $68,791+597.8% | $134,475+256.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.34% | -2.19%-16.1pp | -6.38%-12.0pp | 417.96%-436.3pp |
| Employer contribution / active EE | $13,886 | $3,301+320.7% | $2,655+423.0% | $4,740+193.0% |
| Participant deferral / active EE | $7,235 | $4,739+52.7% | $3,941+83.6% | $6,400+13.1% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |