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 | $284,397 | $138,065+106.0% | $123,544+130.2% | $135,375+110.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.46% | 153.68%-159.1pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $14,730 | $5,151+185.9% | $4,628+218.3% | $4,779+208.2% |
| Participant deferral / active EE | $22,702 | $6,799+233.9% | $6,426+253.3% | $5,609+304.8% |
| Admin fee / account holder | $81 | $10,916-99.3% | $9,284-99.1% | $10,827-99.3% |