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 | $492,086 | $138,044+256.5% | $125,339+292.6% | $134,475+265.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.76% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,185 | $5,243-77.4% | $4,814-75.4% | $4,740-75.0% |
| Participant deferral / active EE | $13,500 | $7,799+73.1% | $7,446+81.3% | $6,400+110.9% |
| Admin fee / account holder | $75 | $11,571-99.4% | $10,010-99.3% | $11,426-99.3% |