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 | $382,590 | $92,703+312.7% | $82,719+362.5% | $134,475+184.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.20% | 944.92%-961.1pp | 701.18%-717.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $10,866 | $3,274+231.9% | $3,009+261.1% | $4,740+129.3% |
| Participant deferral / active EE | $15,768 | $4,802+228.4% | $4,395+258.8% | $6,400+146.4% |
| Admin fee / account holder | $4 | $5,983-99.9% | $5,329-99.9% | $11,426-100.0% |