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 6-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 | $642,091 | $189,613+238.6% | $167,512+283.3% | $142,382+351.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.14% | 2024.68%-2007.5pp | 1615.79%-1598.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $11,752 | $4,349+170.2% | $3,882+202.8% | $4,299+173.4% |
| Participant deferral / active EE | $30,500 | $6,981+336.9% | $6,405+376.2% | $6,507+368.7% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |