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 8-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 | $301,776 | $209,832+43.8% | $189,513+59.2% | $167,490+80.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 32.40% | 748.27%-715.9pp | 555.15%-522.7pp | 478.56%-446.2pp |
| Employer contribution / active EE | $19,250 | $6,914+178.4% | $6,162+212.4% | $4,837+297.9% |
| Participant deferral / active EE | $10,281 | $8,935+15.1% | $8,221+25.1% | $6,341+62.1% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |