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 | $374,997 | $202,432+85.2% | $169,368+121.4% | $139,434+168.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.46% | 531.74%-511.3pp | 405.60%-385.1pp | 372.94%-352.5pp |
| Employer contribution / active EE | $28,517 | $4,692+507.7% | $4,013+610.7% | $4,751+500.2% |
| Participant deferral / active EE | $17,188 | $6,938+147.7% | $6,221+176.3% | $6,710+156.1% |
| Admin fee / account holder | $6 | $10,708-99.9% | $9,003-99.9% | $11,403-99.9% |