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 | $367,600 | $189,613+93.9% | $167,512+119.4% | $142,382+158.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.51% | 2024.68%-2012.2pp | 1615.79%-1603.3pp | 217.08%-204.6pp |
| Employer contribution / active EE | $5,349 | $4,349+23.0% | $3,882+37.8% | $4,299+24.4% |
| Participant deferral / active EE | $16,744 | $6,981+139.8% | $6,405+161.4% | $6,507+157.3% |
| Admin fee / account holder | $50 | $10,528-99.5% | $9,769-99.5% | $12,624-99.6% |