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 4-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 | $472,221 | $210,648+124.2% | $177,989+165.3% | $145,922+223.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.69% | 385.86%-377.2pp | 294.48%-285.8pp | 561.29%-552.6pp |
| Employer contribution / active EE | $36,250 | $4,565+694.2% | $3,949+818.0% | $4,660+678.0% |
| Participant deferral / active EE | $25,000 | $6,958+259.3% | $6,276+298.3% | $6,688+273.8% |
| Admin fee / account holder | $20 | $12,013-99.8% | $10,363-99.8% | $13,397-99.9% |