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 | $333,223 | $180,449+84.7% | $154,107+116.2% | $135,375+146.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.30% | 888.09%-891.4pp | 735.12%-738.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $10,281 | $6,035+70.4% | $5,298+94.1% | $4,779+115.1% |
| Participant deferral / active EE | $21,500 | $5,806+270.3% | $5,081+323.2% | $5,609+283.3% |
| Admin fee / account holder | $40 | $16,143-99.8% | $13,411-99.7% | $10,827-99.6% |