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 | $1,205,950 | $180,749+567.2% | $160,784+650.0% | $137,256+778.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.37% | 2234.46%-2218.1pp | 1803.92%-1787.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $28,926 | $4,155+596.1% | $3,733+674.9% | $4,156+596.0% |
| Participant deferral / active EE | $32,875 | $6,844+380.3% | $6,293+422.4% | $6,407+413.1% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |