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 | $605,421 | $189,613+219.3% | $167,512+261.4% | $142,382+325.2% |
| Participation rate | 92.3% | 80.1%+12.2pp | 77.1%+15.3pp | 80.1%+12.2pp |
| Annual return | 15.41% | 2024.68%-2009.3pp | 1615.79%-1600.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $9,359 | $4,349+115.2% | $3,882+141.1% | $4,299+117.7% |
| Participant deferral / active EE | $18,718 | $6,981+168.1% | $6,405+192.3% | $6,507+187.6% |
| Admin fee / account holder | $18 | $10,528-99.8% | $9,769-99.8% | $12,624-99.9% |