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 5-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 | $263,872 | $100,773+161.8% | $88,946+196.7% | $142,382+85.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 75.60% | 70.18%+5.4pp | 57.82%+17.8pp | 217.08%-141.5pp |
| Employer contribution / active EE | $12,113 | $2,918+315.2% | $2,555+374.1% | $4,299+181.8% |
| Participant deferral / active EE | $23,833 | $5,230+355.7% | $4,581+420.2% | $6,507+266.3% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |