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 4-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 | $1,070,780 | $201,272+432.0% | $184,203+481.3% | $145,922+633.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.20% | 29.00%-3.8pp | 28.81%-3.6pp | 561.29%-536.1pp |
| Employer contribution / active EE | $28,233 | $7,022+302.1% | $6,427+339.3% | $4,660+505.9% |
| Participant deferral / active EE | $17,156 | $9,806+75.0% | $9,131+87.9% | $6,688+156.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |