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 | $602,914 | $138,065+336.7% | $123,544+388.0% | $135,375+345.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.64% | 153.68%-157.3pp | 119.20%-122.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $11,263 | $5,151+118.6% | $4,628+143.4% | $4,779+135.7% |
| Participant deferral / active EE | $12,684 | $6,799+86.6% | $6,426+97.4% | $5,609+126.1% |
| Admin fee / account holder | $6 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |