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 | $315,176 | $152,587+106.6% | $125,175+151.8% | $152,861+106.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.18% | 54.84%-38.7pp | 43.79%-27.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $16,223 | $4,946+228.0% | $3,865+319.7% | $4,762+240.7% |
| Participant deferral / active EE | $2,828 | $5,868-51.8% | $4,937-42.7% | $5,850-51.7% |
| Admin fee / account holder | $11 | $13,434-99.9% | $9,702-99.9% | $11,596-99.9% |