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 | $1,823,388 | $202,432+800.7% | $169,368+976.6% | $139,434+1207.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.30% | 531.74%-513.4pp | 405.60%-387.3pp | 372.94%-354.6pp |
| Employer contribution / active EE | $44,500 | $4,692+848.4% | $4,013+1009.0% | $4,751+836.7% |
| Participant deferral / active EE | $29,000 | $6,938+318.0% | $6,221+366.1% | $6,710+332.2% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |