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 | $270,744 | $107,334+152.2% | $92,893+191.5% | $152,861+77.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.20% | 145.58%-121.4pp | 109.41%-85.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $10,551 | $4,221+150.0% | $3,653+188.9% | $4,762+121.6% |
| Participant deferral / active EE | $6,246 | $4,845+28.9% | $4,236+47.4% | $5,850+6.8% |
| Admin fee / account holder | $7 | $7,079-99.9% | $5,794-99.9% | $11,596-99.9% |