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 | $269,493 | $160,055+68.4% | $140,016+92.5% | $135,375+99.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.50% | 911.38%-919.9pp | 651.12%-659.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $15,399 | $6,420+139.9% | $5,606+174.7% | $4,779+222.2% |
| Participant deferral / active EE | $10,379 | $7,642+35.8% | $6,927+49.8% | $5,609+85.0% |
| Admin fee / account holder | $248 | $13,328-98.1% | $10,705-97.7% | $10,827-97.7% |