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 | $496,668 | $165,335+200.4% | $149,696+231.8% | $158,922+212.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.08% | 348.15%-328.1pp | 276.60%-256.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $14,634 | $5,103+186.8% | $4,644+215.1% | $4,761+207.4% |
| Participant deferral / active EE | $10,607 | $7,181+47.7% | $6,842+55.0% | $5,982+77.3% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |