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 | $268,288 | $189,613+41.5% | $167,512+60.2% | $142,382+88.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.27% | 2024.68%-2001.4pp | 1615.79%-1592.5pp | 217.08%-193.8pp |
| Employer contribution / active EE | $14,005 | $4,349+222.0% | $3,882+260.8% | $4,299+225.8% |
| Participant deferral / active EE | $12,400 | $6,981+77.6% | $6,405+93.6% | $6,507+90.6% |
| Admin fee / account holder | -$1,656 | $10,528-115.7% | $9,769-117.0% | $12,624-113.1% |