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 | $853,737 | $189,613+350.3% | $167,512+409.7% | $142,382+499.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.07% | 2024.68%-2013.6pp | 1615.79%-1604.7pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,413 | $4,349-67.5% | $3,882-63.6% | $4,299-67.1% |
| Participant deferral / active EE | $1,413 | $6,981-79.8% | $6,405-77.9% | $6,507-78.3% |
| Admin fee / account holder | $237 | $10,528-97.7% | $9,769-97.6% | $12,624-98.1% |