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 7-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 | $655,827 | $180,028+264.3% | $138,135+374.8% | $158,922+312.7% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 7476.90% | 21.68%+7455.2pp | 20.51%+7456.4pp | 302.83%+7174.1pp |
| Employer contribution / active EE | $28,629 | $7,470+283.3% | $5,587+412.4% | $4,761+501.3% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,982-100.0% |
| Admin fee / account holder | $4 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |