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 | $737,011 | $189,613+288.7% | $167,512+340.0% | $142,382+417.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.91% | 2024.68%-2008.8pp | 1615.79%-1599.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,778 | $4,349-36.1% | $3,882-28.4% | $4,299-35.4% |
| Participant deferral / active EE | $12,130 | $6,981+73.8% | $6,405+89.4% | $6,507+86.4% |
| Admin fee / account holder | $197 | $10,528-98.1% | $9,769-98.0% | $12,624-98.4% |