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 8-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 | $312,238 | $138,044+126.2% | $125,339+149.1% | $134,475+132.2% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.46% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $21,538 | $5,243+310.8% | $4,814+347.4% | $4,740+354.4% |
| Participant deferral / active EE | $15,844 | $7,799+103.2% | $7,446+112.8% | $6,400+147.6% |
| Admin fee / account holder | $105 | $11,571-99.1% | $10,010-98.9% | $11,426-99.1% |