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 | $291,208 | $110,502+163.5% | $80,716+260.8% | $167,490+73.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 509.85% | 120.54%+389.3pp | 87.28%+422.6pp | 478.56%+31.3pp |
| Employer contribution / active EE | $16,276 | $1,543+955.1% | $1,160+1303.0% | $4,837+236.4% |
| Participant deferral / active EE | $1,308 | $2,871-54.4% | $2,146-39.1% | $6,341-79.4% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |