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 | $855,360 | $92,703+822.7% | $82,719+934.1% | $134,475+536.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -2.87% | 944.92%-947.8pp | 701.18%-704.0pp | 417.96%-420.8pp |
| Employer contribution / active EE | $26,936 | $3,274+722.8% | $3,009+795.2% | $4,740+468.3% |
| Participant deferral / active EE | $9,000 | $4,802+87.4% | $4,395+104.8% | $6,400+40.6% |
| Admin fee / account holder | $150 | $5,983-97.5% | $5,329-97.2% | $11,426-98.7% |