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 | $493,894 | $102,604+381.4% | $86,188+473.0% | $139,434+254.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.16% | 1922.51%-1904.4pp | 1168.45%-1150.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $13,605 | $3,032+348.6% | $2,380+471.6% | $4,751+186.4% |
| Participant deferral / active EE | $15,009 | $4,676+221.0% | $3,985+276.6% | $6,710+123.7% |
| Admin fee / account holder | $47 | $8,657-99.5% | $6,852-99.3% | $11,403-99.6% |