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 | $508,184 | $138,044+268.1% | $125,339+305.4% | $134,475+277.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.60% | 750.33%-760.9pp | 572.05%-582.7pp | 417.96%-428.6pp |
| Employer contribution / active EE | $31,548 | $5,243+501.7% | $4,814+555.4% | $4,740+565.6% |
| Participant deferral / active EE | $7,710 | $7,799-1.1% | $7,446+3.5% | $6,400+20.5% |
| Admin fee / account holder | $231 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |