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 | $647,823 | $167,484+286.8% | $151,611+327.3% | $134,475+381.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.57% | 7.80%-16.4pp | 3.33%-11.9pp | 417.96%-426.5pp |
| Employer contribution / active EE | $10,850 | $6,829+58.9% | $6,166+76.0% | $4,740+128.9% |
| Participant deferral / active EE | $15,200 | $8,986+69.2% | $8,363+81.7% | $6,400+137.5% |
| Admin fee / account holder | $60 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |