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 | $409,573 | $92,703+341.8% | $82,719+395.1% | $134,475+204.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.18% | 944.92%-956.1pp | 701.18%-712.4pp | 417.96%-429.1pp |
| Employer contribution / active EE | $7,163 | $3,274+118.8% | $3,009+138.0% | $4,740+51.1% |
| Participant deferral / active EE | $22,500 | $4,802+368.6% | $4,395+411.9% | $6,400+251.6% |
| Admin fee / account holder | $15 | $5,983-99.7% | $5,329-99.7% | $11,426-99.9% |