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 | $1,193,640 | $201,272+493.0% | $184,203+548.0% | $145,922+718.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 126.88% | 29.00%+97.9pp | 28.81%+98.1pp | 561.29%-434.4pp |
| Employer contribution / active EE | $10,703 | $7,022+52.4% | $6,427+66.5% | $4,660+129.7% |
| Participant deferral / active EE | $11,383 | $9,806+16.1% | $9,131+24.7% | $6,688+70.2% |
| Admin fee / account holder | $243 | $16,364-98.5% | $13,901-98.3% | $13,397-98.2% |