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 | $297,413 | $160,055+85.8% | $140,016+112.4% | $135,375+119.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.93% | 911.38%-917.3pp | 651.12%-657.0pp | 519.73%-525.7pp |
| Employer contribution / active EE | $17,318 | $6,420+169.7% | $5,606+208.9% | $4,779+262.4% |
| Participant deferral / active EE | $12,979 | $7,642+69.9% | $6,927+87.4% | $5,609+131.4% |
| Admin fee / account holder | $37 | $13,328-99.7% | $10,705-99.7% | $10,827-99.7% |