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 | $358,076 | $92,703+286.3% | $82,719+332.9% | $134,475+166.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.98% | 944.92%-960.9pp | 701.18%-717.2pp | 417.96%-433.9pp |
| Employer contribution / active EE | $25,457 | $3,274+677.6% | $3,009+746.0% | $4,740+437.1% |
| Participant deferral / active EE | $11,640 | $4,802+142.4% | $4,395+164.9% | $6,400+81.9% |
| Admin fee / account holder | $2 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |