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 | $477,987 | $198,466+140.8% | $170,442+180.4% | $147,584+223.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.30% | 257.29%-245.0pp | 205.93%-193.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $31,711 | $6,184+412.8% | $5,433+483.7% | $4,876+550.3% |
| Participant deferral / active EE | $2,752 | $5,629-51.1% | $4,939-44.3% | $5,439-49.4% |
| Admin fee / account holder | $214 | $16,852-98.7% | $13,880-98.5% | $10,885-98.0% |