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 | $400,379 | $171,865+133.0% | $149,718+167.4% | $147,584+171.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.40% | 2113.22%-2097.8pp | 1501.63%-1486.2pp | 578.55%-563.2pp |
| Employer contribution / active EE | $14,894 | $6,275+137.4% | $5,445+173.5% | $4,876+205.4% |
| Participant deferral / active EE | $12,949 | $7,271+78.1% | $6,569+97.1% | $5,439+138.1% |
| Admin fee / account holder | $16 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |