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 | $505,630 | $201,272+151.2% | $184,203+174.5% | $145,922+246.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.82% | 29.00%-1.2pp | 28.81%-1.0pp | 561.29%-533.5pp |
| Employer contribution / active EE | $38,268 | $7,022+445.0% | $6,427+495.4% | $4,660+721.3% |
| Participant deferral / active EE | $15,966 | $9,806+62.8% | $9,131+74.9% | $6,688+138.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |