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 | $363,448 | $99,020+267.0% | $86,590+319.7% | $147,584+146.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.68% | 1312.34%-1298.7pp | 964.84%-951.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $31,000 | $3,132+889.8% | $2,839+991.8% | $4,876+535.7% |
| Participant deferral / active EE | $17,750 | $3,972+346.9% | $3,609+391.9% | $5,439+226.4% |
| Admin fee / account holder | $73 | $5,710-98.7% | $4,906-98.5% | $10,885-99.3% |