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 | $659,983 | $92,222+615.6% | $76,768+759.7% | $135,375+387.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.77% | 5.46%-7.2pp | 2.43%-4.2pp | 519.73%-521.5pp |
| Employer contribution / active EE | $9,066 | $3,216+181.9% | $2,485+264.8% | $4,779+89.7% |
| Participant deferral / active EE | $19,277 | $4,509+327.6% | $3,852+400.5% | $5,609+243.7% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |