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 | $714,886 | $103,376+591.5% | $87,100+720.8% | $152,861+367.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.25% | 28.10%-10.8pp | 28.19%-10.9pp | 345.32%-328.1pp |
| Employer contribution / active EE | $28,909 | $3,220+797.7% | $2,521+1046.6% | $4,762+507.0% |
| Participant deferral / active EE | $19,050 | $4,778+298.7% | $4,049+370.5% | $5,850+225.6% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |