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 | $320,637 | $176,056+82.1% | $159,436+101.1% | $167,490+91.4% |
| Participation rate | 94.1% | 84.9%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 449.73% | 331.75%+118.0pp | 263.57%+186.2pp | 478.56%-28.8pp |
| Employer contribution / active EE | $8,754 | $5,297+65.3% | $4,829+81.3% | $4,837+81.0% |
| Participant deferral / active EE | $11,727 | $7,750+51.3% | $7,352+59.5% | $6,341+84.9% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |