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 | $871,621 | $99,640+774.8% | $86,436+908.4% | $134,475+548.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.14% | 6782.58%-6790.7pp | 4394.89%-4403.0pp | 417.96%-426.1pp |
| Employer contribution / active EE | $33,167 | $4,400+653.7% | $3,769+780.1% | $4,740+599.8% |
| Participant deferral / active EE | $24,500 | $7,246+238.1% | $6,952+252.4% | $6,400+282.8% |
| Admin fee / account holder | $33 | $8,371-99.6% | $6,731-99.5% | $11,426-99.7% |