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 | $433,994 | $129,942+234.0% | $104,294+316.1% | $134,475+222.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -6.43% | 42.03%-48.5pp | 24.61%-31.0pp | 417.96%-424.4pp |
| Employer contribution / active EE | $4,400 | $4,184+5.2% | $3,372+30.5% | $4,740-7.2% |
| Participant deferral / active EE | $24,833 | $5,588+344.4% | $4,625+436.9% | $6,400+288.0% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |