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 | $486,359 | $92,703+424.6% | $82,719+488.0% | $134,475+261.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.86% | 944.92%-963.8pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $16,028 | $3,274+389.6% | $3,009+432.7% | $4,740+238.2% |
| Participant deferral / active EE | $11,098 | $4,802+131.1% | $4,395+152.5% | $6,400+73.4% |
| Admin fee / account holder | $17 | $5,983-99.7% | $5,329-99.7% | $11,426-99.9% |