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 | $365,099 | $189,613+92.5% | $167,512+118.0% | $142,382+156.4% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 11.66% | 2024.68%-2013.0pp | 1615.79%-1604.1pp | 217.08%-205.4pp |
| Employer contribution / active EE | $11,302 | $4,349+159.9% | $3,882+191.2% | $4,299+162.9% |
| Participant deferral / active EE | $9,821 | $6,981+40.7% | $6,405+53.3% | $6,507+50.9% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |