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 | $1,133,869 | $198,466+471.3% | $170,442+565.3% | $147,584+668.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.32% | 257.29%-244.0pp | 205.93%-192.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $18,805 | $6,184+204.1% | $5,433+246.2% | $4,876+285.6% |
| Participant deferral / active EE | $12,738 | $5,629+126.3% | $4,939+157.9% | $5,439+134.2% |
| Admin fee / account holder | $48 | $16,852-99.7% | $13,880-99.7% | $10,885-99.6% |