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 9-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 | $300,278 | $160,055+87.6% | $140,016+114.5% | $135,375+121.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.67% | 911.38%-920.0pp | 651.12%-659.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $12,726 | $6,420+98.2% | $5,606+127.0% | $4,779+166.3% |
| Participant deferral / active EE | $15,433 | $7,642+102.0% | $6,927+122.8% | $5,609+175.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |