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 | $545,844 | $185,822+193.7% | $169,993+221.1% | $139,434+291.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.34% | 60.50%-36.2pp | 53.37%-29.0pp | 372.94%-348.6pp |
| Employer contribution / active EE | $20,683 | $7,590+172.5% | $6,785+204.8% | $4,751+335.4% |
| Participant deferral / active EE | $14,440 | $11,622+24.2% | $10,408+38.7% | $6,710+115.2% |
| Admin fee / account holder | $120 | $15,381-99.2% | $12,815-99.1% | $11,403-98.9% |