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 | $379,792 | $189,613+100.3% | $167,512+126.7% | $142,382+166.7% |
| 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 | $15,000 | $4,349+244.9% | $3,882+286.4% | $4,299+248.9% |
| Participant deferral / active EE | $30,000 | $6,981+329.7% | $6,405+368.4% | $6,507+361.0% |
| Admin fee / account holder | $210 | $10,528-98.0% | $9,769-97.9% | $12,624-98.3% |