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 7-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 | $572,321 | $152,587+275.1% | $125,175+357.2% | $152,861+274.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.29% | 54.84%-36.6pp | 43.79%-25.5pp | 345.32%-327.0pp |
| Employer contribution / active EE | $18,044 | $4,946+264.8% | $3,865+366.8% | $4,762+278.9% |
| Participant deferral / active EE | $16,833 | $5,868+186.9% | $4,937+241.0% | $5,850+187.7% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |