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 | $295,003 | $160,055+84.3% | $140,016+110.7% | $135,375+117.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.87% | 911.38%-916.3pp | 651.12%-656.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $32,262 | $6,420+402.5% | $5,606+475.5% | $4,779+575.1% |
| Participant deferral / active EE | $18,375 | $7,642+140.5% | $6,927+165.3% | $5,609+227.6% |
| Admin fee / account holder | $260 | $13,328-98.0% | $10,705-97.6% | $10,827-97.6% |