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 | $1,057,601 | $160,055+560.8% | $140,016+655.3% | $135,375+681.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 107.06% | 911.38%-804.3pp | 651.12%-544.1pp | 519.73%-412.7pp |
| Employer contribution / active EE | $21,761 | $6,420+238.9% | $5,606+288.2% | $4,779+355.4% |
| Participant deferral / active EE | $12,478 | $7,642+63.3% | $6,927+80.1% | $5,609+122.5% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |