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 | $379,197 | $165,912+128.6% | $122,332+210.0% | $147,584+156.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.93% | 34.55%-17.6pp | 30.27%-13.3pp | 578.55%-561.6pp |
| Employer contribution / active EE | $9,590 | $5,754+66.7% | $4,050+136.8% | $4,876+96.7% |
| Participant deferral / active EE | $16,332 | $4,005+307.8% | $3,287+396.9% | $5,439+200.3% |
| Admin fee / account holder | $30 | $7,424-99.6% | $5,478-99.5% | $10,885-99.7% |