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 9-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 | $708,245 | $189,613+273.5% | $167,512+322.8% | $142,382+397.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.31% | 2024.68%-2012.4pp | 1615.79%-1603.5pp | 217.08%-204.8pp |
| Employer contribution / active EE | $46,500 | $4,349+969.2% | $3,882+1098.0% | $4,299+981.6% |
| Participant deferral / active EE | $26,500 | $6,981+279.6% | $6,405+313.8% | $6,507+307.2% |
| Admin fee / account holder | $1 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |