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 | $471,627 | $99,652+373.3% | $78,778+498.7% | $147,584+219.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.92% | 47.28%-37.4pp | 35.62%-25.7pp | 578.55%-568.6pp |
| Employer contribution / active EE | $13,380 | $2,796+378.6% | $1,986+573.8% | $4,876+174.4% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $183 | $7,155-97.4% | $5,134-96.4% | $10,885-98.3% |