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 | $496,701 | $201,272+146.8% | $184,203+169.6% | $145,922+240.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.71% | 29.00%-6.3pp | 28.81%-6.1pp | 561.29%-538.6pp |
| Employer contribution / active EE | $2,921 | $7,022-58.4% | $6,427-54.6% | $4,660-37.3% |
| Participant deferral / active EE | $14,346 | $9,806+46.3% | $9,131+57.1% | $6,688+114.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |