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 6-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 | $329,660 | $84,695+289.2% | $73,843+346.4% | $125,391+162.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.40% | 3123.53%-3125.9pp | 2267.84%-2270.2pp | 282.22%-284.6pp |
| Employer contribution / active EE | $5,862 | $3,123+87.7% | $2,787+110.3% | $4,866+20.5% |
| Participant deferral / active EE | $11,500 | $3,992+188.0% | $3,583+220.9% | $5,352+114.9% |
| Admin fee / account holder | $8 | $5,691-99.9% | $4,880-99.8% | $9,540-99.9% |