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 | $492,681 | $92,703+431.5% | $82,719+495.6% | $134,475+266.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.04% | 944.92%-960.0pp | 701.18%-716.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $11,527 | $3,274+252.1% | $3,009+283.1% | $4,740+143.2% |
| Participant deferral / active EE | $11,527 | $4,802+140.0% | $4,395+162.3% | $6,400+80.1% |
| Admin fee / account holder | $60 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |