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 | $484,116 | $84,149+475.3% | $76,080+536.3% | $167,490+189.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 15.19% | 54.99%-39.8pp | 42.50%-27.3pp | 478.56%-463.4pp |
| Employer contribution / active EE | $8,637 | $4,618+87.0% | $3,962+118.0% | $4,837+78.5% |
| Participant deferral / active EE | $25,000 | $5,796+331.3% | $4,905+409.7% | $6,341+294.2% |
| Admin fee / account holder | $0 | $6,410-100.0% | $4,883-100.0% | $12,309-100.0% |