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 | $401,930 | $183,963+118.5% | $162,163+147.9% | $152,861+162.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.97% | 150.76%-124.8pp | 115.59%-89.6pp | 345.32%-319.3pp |
| Employer contribution / active EE | $7,551 | $6,371+18.5% | $5,614+34.5% | $4,762+58.6% |
| Participant deferral / active EE | $12,916 | $8,034+60.8% | $7,298+77.0% | $5,850+120.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |