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 | $658,347 | $214,378+207.1% | $200,582+228.2% | $142,382+362.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.87% | 46.41%-25.5pp | 42.33%-21.5pp | 217.08%-196.2pp |
| Employer contribution / active EE | $32,698 | $6,841+377.9% | $6,419+409.4% | $4,299+660.6% |
| Participant deferral / active EE | $25,943 | $9,865+163.0% | $9,331+178.0% | $6,507+298.7% |
| Admin fee / account holder | $296 | $17,692-98.3% | $16,305-98.2% | $12,624-97.7% |