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 | $699,325 | $189,613+268.8% | $167,512+317.5% | $142,382+391.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.73% | 2024.68%-2011.0pp | 1615.79%-1602.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $18,497 | $4,349+325.3% | $3,882+376.5% | $4,299+330.3% |
| Participant deferral / active EE | $13,237 | $6,981+89.6% | $6,405+106.7% | $6,507+103.4% |
| Admin fee / account holder | $19 | $10,528-99.8% | $9,769-99.8% | $12,624-99.9% |