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 | $605,085 | $185,822+225.6% | $169,993+255.9% | $139,434+334.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.64% | 60.50%-38.9pp | 53.37%-31.7pp | 372.94%-351.3pp |
| Employer contribution / active EE | $18,806 | $7,590+147.8% | $6,785+177.2% | $4,751+295.8% |
| Participant deferral / active EE | $16,613 | $11,622+42.9% | $10,408+59.6% | $6,710+147.6% |
| Admin fee / account holder | $87 | $15,381-99.4% | $12,815-99.3% | $11,403-99.2% |