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 5-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 | $883,850 | $88,594+897.6% | $70,092+1161.0% | $134,475+557.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -3.85% | 442.67%-446.5pp | 190.73%-194.6pp | 417.96%-421.8pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $24,000 | $4,772+402.9% | $3,849+523.6% | $6,400+275.0% |
| Admin fee / account holder | $11 | $10,441-99.9% | $6,267-99.8% | $11,426-99.9% |